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 | $7,555 | $98,750-92.3% | $149,696-95.0% | $79,858-90.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.66% | 27.43%+3.2pp | 276.60%-245.9pp | 31.71%-1.1pp |
| Employer contribution / active EE | $1,751 | $3,216-45.5% | $4,644-62.3% | $2,471-29.1% |
| Participant deferral / active EE | $3,078 | $5,680-45.8% | $6,842-55.0% | $3,740-17.7% |
| Admin fee / account holder | $287 | $6,053-95.3% | $9,309-96.9% | $5,306-94.6% |