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 5-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 | $4,516 | $77,899-94.2% | $149,673-97.0% | $75,163-94.0% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 26.34% | 31.72%-5.4pp | 134.42%-108.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $442 | $3,137-85.9% | $4,818-90.8% | $2,670-83.5% |
| Participant deferral / active EE | $1,179 | $3,411-65.4% | $5,680-79.2% | $4,125-71.4% |
| Admin fee / account holder | $266 | $5,956-95.5% | $13,210-98.0% | $5,651-95.3% |