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 | $1,760 | $25,014-93.0% | $69,647-97.5% | $80,856-97.8% |
| Participation rate | 73.3% | 64.2%+9.1pp | 66.5%+6.9pp | 67.6%+5.7pp |
| Annual return | 18.02% | 19.07%-1.0pp | 100.48%-82.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $601 | $993-39.5% | $1,712-64.9% | $2,755-78.2% |
| Participant deferral / active EE | $1,030 | $1,839-44.0% | $2,886-64.3% | $4,296-76.0% |
| Admin fee / account holder | $166 | $2,488-93.3% | $4,713-96.5% | $6,918-97.6% |