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 4-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 | $13,811 | $74,927-81.6% | $101,794-86.4% | $84,808-83.7% |
| Participation rate | 89.1% | 61.4%+27.7pp | 69.2%+19.9pp | 68.3%+20.8pp |
| Annual return | 23.74% | 18.70%+5.0pp | 30.53%-6.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,163 | $1,522-23.6% | $2,289-49.2% | $2,631-55.8% |
| Participant deferral / active EE | $2,650 | $3,099-14.5% | $4,084-35.1% | $4,212-37.1% |
| Admin fee / account holder | $176 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |