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 | $4,500 | $78,672-94.3% | $109,143-95.9% | $85,850-94.8% |
| Participation rate | 77.1% | 68.3%+8.8pp | 75.9%+1.2pp | 69.3%+7.8pp |
| Annual return | 15.16% | 25.09%-9.9pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,616 | $3,467-53.4% | $4,653-65.3% | $3,952-59.1% |
| Admin fee / account holder | $146 | $5,469-97.3% | $6,752-97.8% | $6,260-97.7% |