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 | $14,920 | $56,897-73.8% | $84,750-82.4% | $62,891-76.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.58% | 6.30%+7.3pp | 22.78%-9.2pp | 20.14%-6.6pp |
| Employer contribution / active EE | $2,239 | $2,400-6.7% | $3,574-37.4% | $2,281-1.8% |
| Participant deferral / active EE | $3,023 | $2,709+11.6% | $3,712-18.6% | $3,203-5.6% |
| Admin fee / account holder | $166 | $3,581-95.4% | $5,332-96.9% | $4,296-96.1% |