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 | $13,909 | $77,813-82.1% | $123,544-88.7% | $64,186-78.3% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.6pp |
| Annual return | -5.16% | 12.48%-17.6pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,259 | $3,014-25.0% | $4,628-51.2% | $2,381-5.1% |
| Participant deferral / active EE | $4,867 | $5,240-7.1% | $6,426-24.3% | $3,470+40.3% |
| Admin fee / account holder | $245 | $5,519-95.6% | $9,284-97.4% | $4,888-95.0% |