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 | $12,951 | $57,354-77.4% | $83,848-84.6% | $64,186-79.8% |
| Participation rate | 83.7% | 68.6%+15.1pp | 76.1%+7.6pp | 69.6%+14.2pp |
| Annual return | 7.17% | 11.38%-4.2pp | 850.88%-843.7pp | 7.63%-0.5pp |
| Employer contribution / active EE | $567 | $2,545-77.7% | $3,631-84.4% | $2,381-76.2% |
| Participant deferral / active EE | $1,924 | $2,993-35.7% | $4,082-52.9% | $3,470-44.5% |
| Admin fee / account holder | $273 | $4,046-93.3% | $5,478-95.0% | $4,888-94.4% |