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 8-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 | $19,665 | $74,927-73.8% | $101,794-80.7% | $84,808-76.8% |
| Participation rate | 70.9% | 61.4%+9.5pp | 69.2%+1.7pp | 68.3%+2.6pp |
| Annual return | 16.00% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $555 | $1,522-63.6% | $2,289-75.8% | $2,631-78.9% |
| Participant deferral / active EE | $1,716 | $3,099-44.6% | $4,084-58.0% | $4,212-59.3% |
| Admin fee / account holder | $299 | $6,514-95.4% | $8,777-96.6% | $7,344-95.9% |