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 5-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 | $5,652 | $106,515-94.7% | $96,683-94.2% | $139,434-95.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.94% | 38.43%-13.5pp | 35.69%-10.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,217 | $4,103-70.3% | $3,737-67.4% | $4,751-74.4% |
| Participant deferral / active EE | $1,569 | $5,454-71.2% | $4,878-67.8% | $6,710-76.6% |
| Admin fee / account holder | $89 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |