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 | $14,487 | $101,724-85.8% | $164,813-91.2% | $80,856-82.1% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 15.70% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,711 | $2,953-42.1% | $4,341-60.6% | $2,755-37.9% |
| Participant deferral / active EE | $3,664 | $4,477-18.2% | $6,031-39.3% | $4,296-14.7% |
| Admin fee / account holder | $290 | $8,227-96.5% | $12,690-97.7% | $6,918-95.8% |