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 | $10,276 | $66,402-84.5% | $109,895-90.6% | $85,850-88.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 16.07% | 19.59%-3.5pp | 29.45%-13.4pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,319 | $1,687-21.8% | $2,842-53.6% | $2,565-48.6% |
| Participant deferral / active EE | $2,865 | $2,842+0.8% | $4,048-29.2% | $3,952-27.5% |
| Admin fee / account holder | $206 | $4,557-95.5% | $6,066-96.6% | $6,260-96.7% |