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 | $13,960 | $159,602-91.3% | $150,045-90.7% | $142,382-90.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 24.48% | 70.24%-45.8pp | 62.55%-38.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,305 | $4,961-73.7% | $4,693-72.2% | $4,299-69.6% |
| Participant deferral / active EE | $2,724 | $8,310-67.2% | $7,997-65.9% | $6,507-58.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |