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 | $12,213 | $152,587-92.0% | $125,175-90.2% | $152,861-92.0% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 37.35% | 54.84%-17.5pp | 43.79%-6.4pp | 345.32%-308.0pp |
| Employer contribution / active EE | $2,366 | $4,946-52.2% | $3,865-38.8% | $4,762-50.3% |
| Participant deferral / active EE | $3,343 | $5,868-43.0% | $4,937-32.3% | $5,850-42.9% |
| Admin fee / account holder | $36 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |