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 | $23,475 | $86,929-73.0% | $102,423-77.1% | $80,856-71.0% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 15.87% | 18.88%-3.0pp | 29.32%-13.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,085 | $2,369-54.2% | $3,023-64.1% | $2,755-60.6% |
| Participant deferral / active EE | $2,350 | $4,118-43.0% | $5,053-53.5% | $4,296-45.3% |
| Admin fee / account holder | $211 | $8,049-97.4% | $9,451-97.8% | $6,918-96.9% |