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 | $3,814 | $57,016-93.3% | $84,966-95.5% | $80,856-95.3% |
| Participation rate | 77.8% | 56.3%+21.4pp | 67.5%+10.3pp | 67.6%+10.1pp |
| Annual return | 17.82% | 21.66%-3.8pp | 66.38%-48.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,552 | $3,110-50.1% | $4,519-65.7% | $4,296-63.9% |
| Admin fee / account holder | $193 | $4,980-96.1% | $6,149-96.9% | $6,918-97.2% |