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 7-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 | $12,795 | $70,669-81.9% | $169,368-92.4% | $75,163-83.0% |
| Participation rate | 90.0% | 64.8%+25.2pp | 77.1%+12.9pp | 67.2%+22.8pp |
| Annual return | 21.81% | 36.36%-14.5pp | 405.60%-383.8pp | 160.62%-138.8pp |
| Employer contribution / active EE | $922 | $2,211-58.3% | $4,013-77.0% | $2,670-65.5% |
| Participant deferral / active EE | $2,429 | $4,311-43.6% | $6,221-61.0% | $4,125-41.1% |
| Admin fee / account holder | $152 | $5,402-97.2% | $9,003-98.3% | $5,651-97.3% |