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 3-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 | $7,846 | $109,413-92.8% | $156,263-95.0% | $84,808-90.7% |
| Participation rate | 90.7% | 72.7%+18.0pp | 78.9%+11.8pp | 68.3%+22.4pp |
| Annual return | 16.11% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,749 | $2,907-39.8% | $4,333-59.6% | $2,631-33.5% |
| Participant deferral / active EE | $2,314 | $4,590-49.6% | $6,158-62.4% | $4,212-45.1% |
| Admin fee / account holder | $241 | $9,357-97.4% | $14,255-98.3% | $7,344-96.7% |