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 10-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 | $13,484 | $58,828-77.1% | $77,999-82.7% | $62,891-78.6% |
| Participation rate | 76.7% | 71.1%+5.6pp | 75.5%+1.1pp | 69.3%+7.4pp |
| Annual return | 4.87% | 17.16%-12.3pp | 425.96%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,054 | $1,672-36.9% | $2,470-57.3% | $2,281-53.8% |
| Participant deferral / active EE | $1,259 | $2,686-53.1% | $3,497-64.0% | $3,203-60.7% |
| Admin fee / account holder | $127 | $4,393-97.1% | $5,480-97.7% | $4,296-97.1% |