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 | $20,211 | $116,175-82.6% | $93,606-78.4% | $152,861-86.8% |
| Participation rate | 94.7% | 78.0%+16.7pp | 75.8%+18.9pp | 82.4%+12.3pp |
| Annual return | 21.85% | 35.96%-14.1pp | 32.76%-10.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,369 | $3,218-57.4% | $2,718-49.6% | $4,762-71.2% |
| Participant deferral / active EE | $2,748 | $4,603-40.3% | $4,069-32.4% | $5,850-53.0% |
| Admin fee / account holder | $118 | $10,748-98.9% | $7,888-98.5% | $11,596-99.0% |