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 | $7,127 | $111,754-93.6% | $103,333-93.1% | $145,922-95.1% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 19.74% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,229 | $4,212-47.1% | $3,868-42.4% | $4,660-52.2% |
| Participant deferral / active EE | $2,629 | $5,619-53.2% | $5,057-48.0% | $6,688-60.7% |
| Admin fee / account holder | $238 | $9,750-97.6% | $8,355-97.1% | $13,397-98.2% |