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 | $9,430 | $68,719-86.3% | $91,541-89.7% | $84,808-88.9% |
| Participation rate | 80.4% | 64.5%+15.9pp | 69.8%+10.7pp | 68.3%+12.1pp |
| Annual return | 20.14% | 19.12%+1.0pp | 20.50%-0.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $907 | $1,920-52.8% | $2,505-63.8% | $2,631-65.5% |
| Participant deferral / active EE | $1,745 | $3,136-44.4% | $4,008-56.5% | $4,212-58.6% |
| Admin fee / account holder | $173 | $5,786-97.0% | $6,956-97.5% | $7,344-97.6% |