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 6-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 | $10,863 | $101,724-89.3% | $164,813-93.4% | $80,856-86.6% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.6%+16.7pp |
| Annual return | 11.75% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,314 | $2,953-55.5% | $4,341-69.7% | $2,755-52.3% |
| Participant deferral / active EE | $2,275 | $4,477-49.2% | $6,031-62.3% | $4,296-47.0% |
| Admin fee / account holder | $160 | $8,227-98.1% | $12,690-98.7% | $6,918-97.7% |