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 | $17,260 | $227,553-92.4% | $189,557-90.9% | $167,490-89.7% |
| Participation rate | 88.2% | 82.5%+5.7pp | 78.4%+9.8pp | 82.1%+6.1pp |
| Annual return | 51.44% | 78.40%-27.0pp | 64.17%-12.7pp | 478.56%-427.1pp |
| Employer contribution / active EE | $4,423 | $5,316-16.8% | $4,412+0.2% | $4,837-8.6% |
| Participant deferral / active EE | $9,625 | $7,002+37.5% | $6,174+55.9% | $6,341+51.8% |
| Admin fee / account holder | $103 | $11,878-99.1% | $9,807-99.0% | $12,309-99.2% |