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 | $9,348 | $91,190-89.7% | $178,490-94.8% | $79,858-88.3% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 18.03% | 24.19%-6.2pp | 151.07%-133.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,623 | $3,256-50.1% | $5,011-67.6% | $2,471-34.3% |
| Participant deferral / active EE | $896 | $3,236-72.3% | $5,202-82.8% | $3,740-76.0% |
| Admin fee / account holder | $217 | $6,751-96.8% | $13,984-98.4% | $5,306-95.9% |