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 | $10,104 | $45,073-77.6% | $69,455-85.5% | $72,985-86.2% |
| Participation rate | 94.2% | 68.5%+25.7pp | 74.6%+19.6pp | 69.5%+24.7pp |
| Annual return | 21.61% | 22.65%-1.0pp | 28.97%-7.4pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,880 | $2,054-8.5% | $2,779-32.3% | $2,440-22.9% |
| Participant deferral / active EE | $1,898 | $2,602-27.1% | $3,535-46.3% | $3,607-47.4% |
| Admin fee / account holder | $276 | $3,056-91.0% | $3,839-92.8% | $5,124-94.6% |