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 | $6,515 | $35,986-81.9% | $77,482-91.6% | $73,488-91.1% |
| Participation rate | 95.0% | 40.8%+54.1pp | 54.2%+40.8pp | 70.7%+24.3pp |
| Annual return | 14.50% | 19.26%-4.8pp | 54.79%-40.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $551 | $557-1.2% | $986-44.2% | $2,270-75.7% |
| Participant deferral / active EE | $507 | $1,198-57.7% | $1,861-72.8% | $3,740-86.5% |
| Admin fee / account holder | $125 | $466-73.1% | $2,858-95.6% | $513-75.5% |