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 10-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 | $23,897 | $98,750-75.8% | $149,696-84.0% | $79,858-70.1% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 16.79% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,095 | $3,216-66.0% | $4,644-76.4% | $2,471-55.7% |
| Participant deferral / active EE | $2,608 | $5,680-54.1% | $6,842-61.9% | $3,740-30.3% |
| Admin fee / account holder | $122 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |