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 8-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 | $10,827 | $63,861-83.0% | $104,607-89.6% | $79,858-86.4% |
| Participation rate | 78.8% | 64.9%+13.9pp | 74.1%+4.7pp | 69.6%+9.2pp |
| Annual return | 16.20% | 21.30%-5.1pp | 340.46%-324.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $463 | $1,588-70.8% | $2,681-82.7% | $2,471-81.2% |
| Participant deferral / active EE | $1,157 | $2,693-57.0% | $3,740-69.1% | $3,740-69.1% |
| Admin fee / account holder | $97 | $4,185-97.7% | $6,473-98.5% | $5,306-98.2% |