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 8-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 | $8,389 | $60,124-86.0% | $90,404-90.7% | $79,858-89.5% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 24.09% | 71.94%-47.8pp | 1293.02%-1268.9pp | 31.71%-7.6pp |
| Employer contribution / active EE | $573 | $2,068-72.3% | $3,262-82.4% | $2,471-76.8% |
| Participant deferral / active EE | $2,209 | $2,938-24.8% | $3,963-44.3% | $3,740-40.9% |
| Admin fee / account holder | $30 | $3,976-99.2% | $5,611-99.5% | $5,306-99.4% |