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 8-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 | $8,403 | $65,041-87.1% | $90,951-90.8% | $79,858-89.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 61.95% | 30.45%+31.5pp | 134.60%-72.6pp | 31.71%+30.2pp |
| Employer contribution / active EE | $1,471 | $1,247+17.9% | $2,122-30.7% | $2,471-40.5% |
| Participant deferral / active EE | $2,382 | $2,512-5.2% | $3,373-29.4% | $3,740-36.3% |
| Admin fee / account holder | $247 | $4,536-94.6% | $5,959-95.9% | $5,306-95.3% |