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 8-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 | $11,968 | $112,096-89.3% | $95,952-87.5% | $158,922-92.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 24.01% | 171.09%-147.1pp | 91.61%-67.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $713 | $3,198-77.7% | $2,541-71.9% | $4,761-85.0% |
| Participant deferral / active EE | $3,014 | $4,784-37.0% | $4,167-27.7% | $5,982-49.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |