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 6-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 | $10,247 | $115,770-91.1% | $101,248-89.9% | $158,922-93.6% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 25.08% | 56.14%-31.1pp | 46.47%-21.4pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,695 | $4,175-59.4% | $3,660-53.7% | $4,761-64.4% |
| Participant deferral / active EE | $3,025 | $4,957-39.0% | $4,370-30.8% | $5,982-49.4% |
| Admin fee / account holder | $218 | $7,245-97.0% | $5,945-96.3% | $11,246-98.1% |