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 | $4,578 | $59,839-92.3% | $81,983-94.4% | $79,858-94.3% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.2%+8.5pp | 69.6%+8.1pp |
| Annual return | 18.48% | 17.56%+0.9pp | 41.31%-22.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,364 | $2,695-49.4% | $3,722-63.3% | $3,740-63.5% |
| Admin fee / account holder | $118 | $4,287-97.3% | $5,664-97.9% | $5,306-97.8% |