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 3-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 | $12,750 | $89,753-85.8% | $107,525-88.1% | $84,808-85.0% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 23.83% | 29.48%-5.6pp | 181.32%-157.5pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,228 | $3,113-60.6% | $3,754-67.3% | $2,631-53.3% |
| Participant deferral / active EE | $3,084 | $4,056-24.0% | $5,116-39.7% | $4,212-26.8% |
| Admin fee / account holder | $106 | $7,222-98.5% | $8,919-98.8% | $7,344-98.6% |