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 10-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 | $22,091 | $81,208-72.8% | $98,907-77.7% | $79,858-72.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.54% | 60.99%-43.5pp | 196.43%-178.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,916 | $1,960-2.2% | $2,689-28.7% | $2,471-22.4% |
| Participant deferral / active EE | $2,365 | $3,265-27.6% | $4,244-44.3% | $3,740-36.8% |
| Admin fee / account holder | $280 | $6,013-95.3% | $6,642-95.8% | $5,306-94.7% |