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 6-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 | $17,504 | $165,984-89.5% | $164,813-89.4% | $145,922-88.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.00% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,410 | $5,273-73.3% | $4,341-67.5% | $4,660-69.7% |
| Participant deferral / active EE | $2,223 | $6,959-68.1% | $6,031-63.1% | $6,688-66.8% |
| Admin fee / account holder | $97 | $16,648-99.4% | $12,690-99.2% | $13,397-99.3% |