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 4-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 | $6,828 | $80,968-91.6% | $96,544-92.9% | $75,163-90.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 25.01% | 27.06%-2.1pp | 25.84%-0.8pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,248 | $2,282-45.3% | $2,965-57.9% | $2,670-53.3% |
| Participant deferral / active EE | $2,247 | $3,928-42.8% | $4,851-53.7% | $4,125-45.5% |
| Admin fee / account holder | $49 | $6,724-99.3% | $8,252-99.4% | $5,651-99.1% |