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 | $6,118 | $162,781-96.2% | $133,956-95.4% | $158,922-96.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 27.91% | 41.94%-14.0pp | 45.09%-17.2pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,336 | $4,975-73.1% | $3,919-65.9% | $4,761-71.9% |
| Participant deferral / active EE | $2,164 | $5,911-63.4% | $5,048-57.1% | $5,982-63.8% |
| Admin fee / account holder | $127 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |