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 | $5,098 | $42,894-88.1% | $60,874-91.6% | $68,494-92.6% |
| Participation rate | 88.9% | 66.8%+22.1pp | 73.1%+15.8pp | 67.9%+21.0pp |
| Annual return | -15.84% | -13.98%-1.9pp | 16.90%-32.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,567 | $1,978-20.8% | $2,701-42.0% | $2,596-39.6% |
| Participant deferral / active EE | $2,364 | $2,867-17.6% | $3,817-38.1% | $4,027-41.3% |
| Admin fee / account holder | $230 | $3,101-92.6% | $3,224-92.9% | $5,403-95.7% |