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 | $4,563 | $60,892-92.5% | $82,389-94.5% | $84,808-94.6% |
| Participation rate | 84.6% | 63.3%+21.3pp | 69.5%+15.1pp | 68.3%+16.3pp |
| Annual return | 19.89% | 37.29%-17.4pp | 28.67%-8.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $481 | $1,779-72.9% | $2,517-80.9% | $2,631-81.7% |
| Participant deferral / active EE | $1,417 | $3,179-55.4% | $4,155-65.9% | $4,212-66.4% |
| Admin fee / account holder | $232 | $5,467-95.8% | $7,231-96.8% | $7,344-96.8% |