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 | $5,145 | $65,041-92.1% | $90,951-94.3% | $79,858-93.6% |
| Participation rate | 72.1% | 61.6%+10.5pp | 69.0%+3.1pp | 69.6%+2.5pp |
| Annual return | 25.46% | 30.45%-5.0pp | 134.60%-109.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $842 | $1,247-32.5% | $2,122-60.3% | $2,471-65.9% |
| Participant deferral / active EE | $1,365 | $2,512-45.7% | $3,373-59.5% | $3,740-63.5% |
| Admin fee / account holder | $91 | $4,536-98.0% | $5,959-98.5% | $5,306-98.3% |