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 | $17,713 | $83,477-78.8% | $125,175-85.8% | $72,985-75.7% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 26.05% | 25.78%+0.3pp | 43.79%-17.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,335 | $2,345-43.1% | $3,865-65.5% | $2,440-45.3% |
| Participant deferral / active EE | $3,225 | $3,585-10.0% | $4,937-34.7% | $3,607-10.6% |
| Admin fee / account holder | $138 | $5,517-97.5% | $9,702-98.6% | $5,124-97.3% |