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 7-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 | $12,856 | $228,332-94.4% | $185,823-93.1% | $158,922-91.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.28% | 40.80%-16.5pp | 35.95%-11.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,645 | $4,967-66.9% | $4,087-59.8% | $4,761-65.5% |
| Participant deferral / active EE | $4,102 | $6,415-36.0% | $5,632-27.2% | $5,982-31.4% |
| Admin fee / account holder | $37 | $11,864-99.7% | $9,500-99.6% | $11,246-99.7% |