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 7-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 | $12,382 | $112,881-89.0% | $90,951-86.4% | $158,922-92.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 51.88% | 215.79%-163.9pp | 134.60%-82.7pp | 302.83%-250.9pp |
| Employer contribution / active EE | $1,923 | $2,893-33.5% | $2,122-9.4% | $4,761-59.6% |
| Participant deferral / active EE | $2,901 | $4,128-29.7% | $3,373-14.0% | $5,982-51.5% |
| Admin fee / account holder | $31 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |