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 10-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 | $7,882 | $49,280-84.0% | $67,313-88.3% | $64,186-87.7% |
| Participation rate | 78.8% | 60.8%+18.0pp | 69.1%+9.7pp | 69.6%+9.2pp |
| Annual return | 0.79% | -1.39%+2.2pp | -4.08%+4.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,588 | $2,484-36.1% | $3,568-55.5% | $3,470-54.2% |
| Admin fee / account holder | $149 | $3,863-96.1% | $4,507-96.7% | $4,888-96.9% |