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 7-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 | $11,378 | $133,958-91.5% | $112,228-89.9% | $134,475-91.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -18.56% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,292 | $4,038-68.0% | $3,635-64.5% | $4,740-72.7% |
| Participant deferral / active EE | $2,543 | $5,291-51.9% | $4,728-46.2% | $6,400-60.3% |
| Admin fee / account holder | $39 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |