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 | $12,658 | $96,557-86.9% | $80,975-84.4% | $273,961-95.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.81% | 15.14%-1.3pp | 17.10%-3.3pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,996 | $4,868-38.5% | $3,714-19.3% | $4,869-38.5% |
| Participant deferral / active EE | $3,381 | $6,598-48.8% | $5,696-40.6% | $5,287-36.1% |
| Admin fee / account holder | $19 | $7,492-99.7% | $5,516-99.7% | $10,132-99.8% |