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 3-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 | $3,390 | $49,915-93.2% | $154,803-97.8% | $74,304-95.4% |
| Participation rate | 73.1% | 54.0%+19.2pp | 78.1%-5.0pp | 60.3%+12.8pp |
| Annual return | 27.34% | 34.06%-6.7pp | 58.88%-31.5pp | 29.43%-2.1pp |
| Employer contribution / active EE | $436 | $1,611-72.9% | $4,305-89.9% | $2,241-80.5% |
| Participant deferral / active EE | $750 | $2,255-66.7% | $5,540-86.5% | $3,767-80.1% |
| Admin fee / account holder | $180 | $2,189-91.8% | $14,329-98.7% | $2,969-93.9% |