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 | $9,074 | $84,233-89.2% | $170,442-94.7% | $70,131-87.1% |
| Participation rate | 97.8% | 70.8%+26.9pp | 83.6%+14.2pp | 69.5%+28.2pp |
| Annual return | 13.11% | 23.06%-10.0pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $486 | $3,387-85.7% | $5,433-91.1% | $2,342-79.3% |
| Participant deferral / active EE | $2,428 | $3,086-21.3% | $4,939-50.8% | $3,332-27.1% |
| Admin fee / account holder | $109 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |