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 3-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 | $7,869 | $117,983-93.3% | $101,794-92.3% | $142,382-94.5% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.2%+1.4pp | 80.1%-9.5pp |
| Annual return | 29.76% | 36.92%-7.2pp | 30.53%-0.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,323 | $2,773-52.3% | $2,289-42.2% | $4,299-69.2% |
| Participant deferral / active EE | $1,647 | $4,714-65.0% | $4,084-59.7% | $6,507-74.7% |
| Admin fee / account holder | $227 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |