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 8-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 | $5,713 | $48,046-88.1% | $84,611-93.2% | $72,985-92.2% |
| Participation rate | 97.4% | 57.6%+39.8pp | 68.2%+29.1pp | 69.5%+27.9pp |
| Annual return | 39.45% | 37.38%+2.1pp | 258.74%-219.3pp | 81.00%-41.5pp |
| Employer contribution / active EE | $446 | $1,602-72.2% | $2,652-83.2% | $2,440-81.7% |
| Participant deferral / active EE | $2,126 | $2,680-20.7% | $3,899-45.5% | $3,607-41.1% |
| Admin fee / account holder | $134 | $3,395-96.1% | $4,912-97.3% | $5,124-97.4% |