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 | $7,098 | $65,041-89.1% | $90,951-92.2% | $79,858-91.1% |
| Participation rate | 95.5% | 61.6%+33.8pp | 69.0%+26.4pp | 69.6%+25.8pp |
| Annual return | 16.80% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $710 | $1,247-43.0% | $2,122-66.5% | $2,471-71.3% |
| Participant deferral / active EE | $1,359 | $2,512-45.9% | $3,373-59.7% | $3,740-63.7% |
| Admin fee / account holder | $179 | $4,536-96.1% | $5,959-97.0% | $5,306-96.6% |