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 | $5,870 | $59,805-90.2% | $79,550-92.6% | $68,494-91.4% |
| Participation rate | 94.3% | 61.1%+33.2pp | 69.5%+24.8pp | 67.9%+26.4pp |
| Annual return | -18.35% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $799 | $1,505-46.9% | $2,413-66.9% | $2,596-69.2% |
| Participant deferral / active EE | $1,884 | $3,024-37.7% | $3,985-52.7% | $4,027-53.2% |
| Admin fee / account holder | $103 | $4,835-97.9% | $6,832-98.5% | $5,403-98.1% |