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 | $12,140 | $74,927-83.8% | $101,794-88.1% | $84,808-85.7% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.2%+9.1pp | 68.3%+9.9pp |
| Annual return | 14.54% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,070 | $1,522-29.7% | $2,289-53.2% | $2,631-59.3% |
| Participant deferral / active EE | $3,874 | $3,099+25.0% | $4,084-5.2% | $4,212-8.0% |
| Admin fee / account holder | $42 | $6,514-99.4% | $8,777-99.5% | $7,344-99.4% |