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 | $32,572 | $123,793-73.7% | $177,821-81.7% | $79,858-59.2% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.7%-3.7pp | 69.6%+14.4pp |
| Annual return | 20.82% | 22.82%-2.0pp | 48.32%-27.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2,125 | $4,095-48.1% | $5,918-64.1% | $2,471-14.0% |
| Participant deferral / active EE | $4,341 | $5,956-27.1% | $7,714-43.7% | $3,740+16.1% |
| Admin fee / account holder | $274 | $7,243-96.2% | $12,427-97.8% | $5,306-94.8% |