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 | $8,098 | $52,279-84.5% | $89,391-90.9% | $79,858-89.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 15.88% | 22.16%-6.3pp | 245.62%-229.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $471 | $1,572-70.1% | $2,586-81.8% | $2,471-81.0% |
| Participant deferral / active EE | $2,184 | $2,740-20.3% | $3,890-43.9% | $3,740-41.6% |
| Admin fee / account holder | $89 | $3,356-97.3% | $4,881-98.2% | $5,306-98.3% |