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 4-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 | $12,254 | $179,726-93.2% | $156,263-92.2% | $142,382-91.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 22.51% | 77.86%-55.3pp | 59.47%-37.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,219 | $5,069-76.0% | $4,333-71.9% | $4,299-71.7% |
| Participant deferral / active EE | $3,885 | $6,956-44.2% | $6,158-36.9% | $6,507-40.3% |
| Admin fee / account holder | $24 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |