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 | $5,388 | $56,114-90.4% | $96,139-94.4% | $85,850-93.7% |
| Participation rate | 83.3% | 56.7%+26.6pp | 68.4%+14.9pp | 69.3%+14.0pp |
| Annual return | 12.73% | 42.30%-29.6pp | 191.94%-179.2pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,035 | $1,620-36.1% | $2,797-63.0% | $2,565-59.7% |
| Participant deferral / active EE | $1,665 | $2,859-41.8% | $4,349-61.7% | $3,952-57.9% |
| Admin fee / account holder | $127 | $3,768-96.6% | $5,537-97.7% | $6,260-98.0% |