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 3-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 | $7,903 | $114,381-93.1% | $107,525-92.6% | $142,382-94.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.89% | 242.71%-211.8pp | 181.32%-150.4pp | 217.08%-186.2pp |
| Employer contribution / active EE | $2,058 | $4,015-48.7% | $3,754-45.2% | $4,299-52.1% |
| Participant deferral / active EE | $2,842 | $5,564-48.9% | $5,116-44.4% | $6,507-56.3% |
| Admin fee / account holder | $295 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |