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 | $8,477 | $102,616-91.7% | $81,983-89.7% | $158,922-94.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 45.53% | 61.04%-15.5pp | 41.31%+4.2pp | 302.83%-257.3pp |
| Employer contribution / active EE | $2,027 | $3,240-37.4% | $2,498-18.8% | $4,761-57.4% |
| Participant deferral / active EE | $3,719 | $4,648-20.0% | $3,722-0.1% | $5,982-37.8% |
| Admin fee / account holder | $28 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |