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 | $16,922 | $201,272-91.6% | $184,203-90.8% | $145,922-88.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.89% | 29.00%-0.1pp | 28.81%+0.1pp | 561.29%-532.4pp |
| Employer contribution / active EE | $3,427 | $7,022-51.2% | $6,427-46.7% | $4,660-26.5% |
| Participant deferral / active EE | $10,163 | $9,806+3.6% | $9,131+11.3% | $6,688+52.0% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |