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 | $15,256 | $154,117-90.1% | $129,995-88.3% | $139,434-89.1% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | 22.58% | 32.48%-9.9pp | -137.18%+159.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,168 | $5,289-77.9% | $4,320-73.0% | $4,751-75.4% |
| Participant deferral / active EE | $2,005 | $6,710-70.1% | $5,820-65.6% | $6,710-70.1% |
| Admin fee / account holder | $4 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |