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 | $15,895 | $100,754-84.2% | $86,677-81.7% | $134,475-88.2% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -11.11% | 29.04%-40.1pp | 35.91%-47.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,911 | $3,489-45.2% | $2,836-32.6% | $4,740-59.7% |
| Participant deferral / active EE | $3,125 | $5,338-41.4% | $4,656-32.9% | $6,400-51.2% |
| Admin fee / account holder | $248 | $10,926-97.7% | $7,493-96.7% | $11,426-97.8% |