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 | $7,259 | $95,803-92.4% | $113,168-93.6% | $84,808-91.4% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 25.58% | 25.00%+0.6pp | 24.27%+1.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $939 | $2,360-60.2% | $2,975-68.4% | $2,631-64.3% |
| Participant deferral / active EE | $2,201 | $4,242-48.1% | $5,107-56.9% | $4,212-47.7% |
| Admin fee / account holder | $73 | $8,989-99.2% | $12,068-99.4% | $7,344-99.0% |