See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,057 | $65,395-78.5% | $182,532-92.3% | $72,985-80.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 21.80% | 27.68%-5.9pp | 148.54%-126.7pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,402 | $1,911+25.7% | $4,076-41.1% | $2,440-1.5% |
| Participant deferral / active EE | $4,122 | $3,563+15.7% | $5,524-25.4% | $3,607+14.3% |
| Admin fee / account holder | $245 | $4,245-94.2% | $8,592-97.1% | $5,124-95.2% |