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 | $10,122 | $127,065-92.0% | $113,168-91.1% | $142,382-92.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 31.07% | 24.03%+7.0pp | 24.27%+6.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $2,689 | $3,442-21.9% | $2,975-9.6% | $4,299-37.5% |
| Participant deferral / active EE | $2,815 | $5,716-50.8% | $5,107-44.9% | $6,507-56.7% |
| Admin fee / account holder | $22 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |