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 7-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 | $17,549 | $82,882-78.8% | $127,761-86.3% | $72,985-76.0% |
| Participation rate | 97.0% | 71.5%+25.5pp | 79.0%+18.0pp | 69.5%+27.5pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $6,394 | $3,346+91.1% | $4,574+39.8% | $2,440+162.1% |
| Participant deferral / active EE | $10,960 | $4,791+128.8% | $6,021+82.0% | $3,607+203.8% |
| Admin fee / account holder | $4 | $6,487-99.9% | $9,395-100.0% | $5,124-99.9% |