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 | $6,186 | $48,795-87.3% | $65,493-90.6% | $84,808-92.7% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 16.90% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $865 | $1,930-55.2% | $2,574-66.4% | $2,631-67.1% |
| Participant deferral / active EE | $874 | $2,928-70.1% | $3,961-77.9% | $4,212-79.2% |
| Admin fee / account holder | $261 | $3,877-93.3% | $5,028-94.8% | $7,344-96.4% |