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 10-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 | $23,910 | $67,606-64.6% | $82,313-71.0% | $70,131-65.9% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 21.66% | 21.57%+0.1pp | 25.88%-4.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,093 | $1,755-37.7% | $2,428-55.0% | $2,342-53.3% |
| Participant deferral / active EE | $1,356 | $2,987-54.6% | $3,706-63.4% | $3,332-59.3% |
| Admin fee / account holder | $40 | $4,512-99.1% | $5,608-99.3% | $4,645-99.1% |