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 4-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 | $3,581 | $117,983-97.0% | $101,794-96.5% | $142,382-97.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 10.57% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,299 | $4,714-72.4% | $4,084-68.2% | $6,507-80.0% |
| Admin fee / account holder | $130 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |