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 9-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 | $9,181 | $96,557-90.5% | $80,975-88.7% | $273,961-96.6% |
| Participation rate | 94.4% | 79.1%+15.4pp | 75.8%+18.6pp | 83.0%+11.4pp |
| Annual return | 18.77% | 15.14%+3.6pp | 17.10%+1.7pp | 41.45%-22.7pp |
| Employer contribution / active EE | $5,556 | $4,868+14.1% | $3,714+49.6% | $4,869+14.1% |
| Participant deferral / active EE | $1,954 | $6,598-70.4% | $5,696-65.7% | $5,287-63.0% |
| Admin fee / account holder | $14 | $7,492-99.8% | $5,516-99.8% | $10,132-99.9% |