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 | $6,927 | $99,341-93.0% | $84,750-91.8% | $273,961-97.5% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 14.61% | 22.93%-8.3pp | 22.78%-8.2pp | 41.45%-26.8pp |
| Employer contribution / active EE | $780 | $4,214-81.5% | $3,574-78.2% | $4,869-84.0% |
| Participant deferral / active EE | $2,064 | $4,269-51.7% | $3,712-44.4% | $5,287-61.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |