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 | $4,398 | $46,553-90.6% | $64,056-93.1% | $75,163-94.1% |
| Participation rate | 80.6% | 65.9%+14.7pp | 72.3%+8.3pp | 67.2%+13.5pp |
| Annual return | 19.73% | 26.03%-6.3pp | 33.69%-14.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $771 | $1,974-61.0% | $2,747-71.9% | $2,670-71.1% |
| Participant deferral / active EE | $804 | $2,837-71.6% | $3,880-79.3% | $4,125-80.5% |
| Admin fee / account holder | $116 | $2,952-96.1% | $3,068-96.2% | $5,651-97.9% |