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 | $17,003 | $131,829-87.1% | $108,579-84.3% | $273,961-93.8% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 15.41% | -91.57%+107.0pp | -51.70%+67.1pp | 41.45%-26.0pp |
| Employer contribution / active EE | $1,615 | $4,912-67.1% | $3,758-57.0% | $4,869-66.8% |
| Participant deferral / active EE | $2,460 | $5,127-52.0% | $4,311-42.9% | $5,287-53.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |