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 | $4,124 | $57,541-92.8% | $95,745-95.7% | $75,163-94.5% |
| Participation rate | 92.3% | 62.5%+29.8pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 18.46% | 34.93%-16.5pp | 28.35%-9.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $704 | $1,808-61.0% | $2,835-75.2% | $2,670-73.6% |
| Participant deferral / active EE | $1,148 | $3,074-62.7% | $4,245-73.0% | $4,125-72.2% |
| Admin fee / account holder | $53 | $4,099-98.7% | $5,678-99.1% | $5,651-99.1% |