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 3-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 | $34,333 | $138,347-75.2% | $184,203-81.4% | $80,856-57.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.50% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,288 | $4,850-52.8% | $6,427-64.4% | $2,755-16.9% |
| Participant deferral / active EE | $4,752 | $7,071-32.8% | $9,131-48.0% | $4,296+10.6% |
| Admin fee / account holder | $152 | $10,483-98.5% | $13,901-98.9% | $6,918-97.8% |