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 10-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 | $14,230 | $74,927-81.0% | $101,794-86.0% | $84,808-83.2% |
| Participation rate | 84.0% | 61.4%+22.5pp | 69.2%+14.8pp | 68.3%+15.6pp |
| Annual return | 19.14% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,019 | $1,522-33.1% | $2,289-55.5% | $2,631-61.3% |
| Participant deferral / active EE | $1,586 | $3,099-48.8% | $4,084-61.2% | $4,212-62.3% |
| Admin fee / account holder | $217 | $6,514-96.7% | $8,777-97.5% | $7,344-97.0% |