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 | $13,849 | $107,791-87.2% | $90,645-84.7% | $135,375-89.8% |
| Participation rate | 73.9% | 78.0%-4.1pp | 74.0%-0.1pp | 82.6%-8.7pp |
| Annual return | 3.64% | -0.90%+4.5pp | 1.88%+1.8pp | 519.73%-516.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,741 | $3,872-55.0% | $3,425-49.2% | $5,609-69.0% |
| Admin fee / account holder | $162 | $5,930-97.3% | $4,994-96.8% | $10,827-98.5% |