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 7-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 | $5,552 | $165,335-96.6% | $149,696-96.3% | $158,922-96.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.42% | 348.15%-320.7pp | 276.60%-249.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $2,100 | $5,103-58.8% | $4,644-54.8% | $4,761-55.9% |
| Participant deferral / active EE | $2,447 | $7,181-65.9% | $6,842-64.2% | $5,982-59.1% |
| Admin fee / account holder | $16 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |