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 3-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 | $2,408 | $80,717-97.0% | $154,803-98.4% | $84,808-97.2% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.1pp | 68.3%+22.8pp |
| Annual return | 21.83% | 37.96%-16.1pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $578 | $2,761-79.1% | $4,305-86.6% | $2,631-78.0% |
| Participant deferral / active EE | $1,264 | $3,303-61.7% | $5,540-77.2% | $4,212-70.0% |
| Admin fee / account holder | $175 | $6,746-97.4% | $14,329-98.8% | $7,344-97.6% |