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 | $17,602 | $181,894-90.3% | $156,549-88.8% | $273,961-93.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.91% | 30.74%-17.8pp | 32.23%-19.3pp | 41.45%-28.5pp |
| Employer contribution / active EE | $3,187 | $6,248-49.0% | $5,501-42.1% | $4,869-34.5% |
| Participant deferral / active EE | $7,429 | $5,550+33.9% | $4,871+52.5% | $5,287+40.5% |
| Admin fee / account holder | $13 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |