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 4-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 | $11,320 | $154,117-92.7% | $129,995-91.3% | $139,434-91.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 32.48%-19.2pp | -137.18%+150.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,392 | $5,289-54.8% | $4,320-44.6% | $4,751-49.7% |
| Participant deferral / active EE | $4,983 | $6,710-25.7% | $5,820-14.4% | $6,710-25.7% |
| Admin fee / account holder | $95 | $14,007-99.3% | $10,614-99.1% | $11,403-99.2% |