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 9-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 | $10,958 | $152,587-92.8% | $125,175-91.2% | $152,861-92.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.20% | 54.84%-25.6pp | 43.79%-14.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $1,341 | $4,946-72.9% | $3,865-65.3% | $4,762-71.8% |
| Participant deferral / active EE | $2,420 | $5,868-58.8% | $4,937-51.0% | $5,850-58.6% |
| Admin fee / account holder | $38 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |