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 | $7,625 | $163,101-95.3% | $136,749-94.4% | $142,382-94.6% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 26.31% | 27.54%-1.2pp | 24.33%+2.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,429 | $4,117-65.3% | $3,400-58.0% | $4,299-66.8% |
| Participant deferral / active EE | $2,335 | $5,585-58.2% | $4,692-50.2% | $6,507-64.1% |
| Admin fee / account holder | $73 | $14,318-99.5% | $11,386-99.4% | $12,624-99.4% |