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 9-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 | $8,243 | $107,791-92.4% | $90,645-90.9% | $135,375-93.9% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | 2.57% | -0.90%+3.5pp | 1.88%+0.7pp | 519.73%-517.2pp |
| Employer contribution / active EE | $300 | $3,018-90.0% | $2,532-88.1% | $4,779-93.7% |
| Participant deferral / active EE | $5,656 | $3,872+46.1% | $3,425+65.2% | $5,609+0.8% |
| Admin fee / account holder | $231 | $5,930-96.1% | $4,994-95.4% | $10,827-97.9% |