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 | $21,239 | $142,405-85.1% | $115,157-81.6% | $152,861-86.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 23.81% | 41.48%-17.7pp | 35.60%-11.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,168 | $4,010-70.9% | $3,179-63.3% | $4,762-75.5% |
| Participant deferral / active EE | $2,453 | $5,164-52.5% | $4,168-41.2% | $5,850-58.1% |
| Admin fee / account holder | $123 | $8,462-98.5% | $7,088-98.3% | $11,596-98.9% |