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 4-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 | $7,358 | $175,202-95.8% | $149,673-95.1% | $139,434-94.7% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 24.25% | 166.71%-142.5pp | 134.42%-110.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,119 | $5,474-79.6% | $4,818-76.8% | $4,751-76.4% |
| Participant deferral / active EE | $2,289 | $6,519-64.9% | $5,680-59.7% | $6,710-65.9% |
| Admin fee / account holder | $218 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |