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 | $2,663 | $39,122-93.2% | $57,179-95.3% | $62,891-95.8% |
| Participation rate | 98.2% | 70.5%+27.7pp | 75.3%+22.9pp | 69.3%+28.9pp |
| Annual return | 5.32% | 9.23%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $896 | $1,874-52.2% | $2,682-66.6% | $2,281-60.7% |
| Participant deferral / active EE | $768 | $2,374-67.6% | $3,096-75.2% | $3,203-76.0% |
| Admin fee / account holder | $138 | $2,592-94.7% | $3,139-95.6% | $4,296-96.8% |