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 | $7,241 | $150,187-95.2% | $120,354-94.0% | $145,922-95.0% |
| Participation rate | 76.5% | 78.8%-2.3pp | 71.9%+4.6pp | 80.3%-3.8pp |
| Annual return | 35.50% | 154.07%-118.6pp | 107.15%-71.6pp | 561.29%-525.8pp |
| Employer contribution / active EE | $1,175 | $4,348-73.0% | $3,463-66.1% | $4,660-74.8% |
| Participant deferral / active EE | $4,285 | $6,173-30.6% | $4,991-14.2% | $6,688-35.9% |
| Admin fee / account holder | $65 | $12,207-99.5% | $9,423-99.3% | $13,397-99.5% |