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 3-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 | $3,100 | $107,452-97.1% | $91,541-96.6% | $142,382-97.8% |
| Participation rate | 70.8% | 75.1%-4.2pp | 69.8%+1.1pp | 80.1%-9.3pp |
| Annual return | 27.21% | 22.06%+5.2pp | 20.50%+6.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $973 | $4,754-79.5% | $4,008-75.7% | $6,507-85.0% |
| Admin fee / account holder | $109 | $8,834-98.8% | $6,956-98.4% | $12,624-99.1% |