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 5-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 | $9,697 | $175,202-94.5% | $149,673-93.5% | $139,434-93.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 27.52% | 166.71%-139.2pp | 134.42%-106.9pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,346 | $5,474-57.2% | $4,818-51.3% | $4,751-50.6% |
| Participant deferral / active EE | $2,781 | $6,519-57.3% | $5,680-51.0% | $6,710-58.6% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |