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 | $10,711 | $100,754-89.4% | $86,677-87.6% | $134,475-92.0% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -1.04% | 29.04%-30.1pp | 35.91%-36.9pp | 417.96%-419.0pp |
| Employer contribution / active EE | $1,355 | $3,489-61.2% | $2,836-52.2% | $4,740-71.4% |
| Participant deferral / active EE | $2,766 | $5,338-48.2% | $4,656-40.6% | $6,400-56.8% |
| Admin fee / account holder | $38 | $10,926-99.7% | $7,493-99.5% | $11,426-99.7% |