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 | $11,564 | $163,101-92.9% | $136,749-91.5% | $142,382-91.9% |
| Participation rate | 78.9% | 78.2%+0.7pp | 72.1%+6.8pp | 80.1%-1.2pp |
| Annual return | 24.97% | 27.54%-2.6pp | 24.33%+0.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,005 | $4,117-75.6% | $3,400-70.4% | $4,299-76.6% |
| Participant deferral / active EE | $2,066 | $5,585-63.0% | $4,692-56.0% | $6,507-68.3% |
| Admin fee / account holder | $2 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |