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 4-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 | $4,676 | $53,516-91.3% | $126,539-96.3% | $84,808-94.5% |
| Participation rate | 72.4% | 58.2%+14.2pp | 69.8%+2.6pp | 68.3%+4.1pp |
| Annual return | 21.42% | 58.34%-36.9pp | 425.95%-404.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,072 | $2,671-59.8% | $4,083-73.7% | $4,212-74.5% |
| Admin fee / account holder | $273 | $4,497-93.9% | $6,065-95.5% | $7,344-96.3% |