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 5-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 | $5,981 | $81,248-92.6% | $155,509-96.2% | $80,856-92.6% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.6pp |
| Annual return | 15.06% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,200 | $3,100-61.3% | $4,672-74.3% | $2,755-56.4% |
| Participant deferral / active EE | $2,624 | $3,452-24.0% | $5,626-53.4% | $4,296-38.9% |
| Admin fee / account holder | $35 | $7,997-99.6% | $15,912-99.8% | $6,918-99.5% |