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 | $11,880 | $159,602-92.6% | $150,045-92.1% | $142,382-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 55.63% | 70.24%-14.6pp | 62.55%-6.9pp | 217.08%-161.4pp |
| Employer contribution / active EE | $1,349 | $4,961-72.8% | $4,693-71.2% | $4,299-68.6% |
| Participant deferral / active EE | $7,442 | $8,310-10.4% | $7,997-6.9% | $6,507+14.4% |
| Admin fee / account holder | $65 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |