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 | $30,820 | $95,803-67.8% | $113,168-72.8% | $84,808-63.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.85% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,816 | $2,360+19.3% | $2,975-5.4% | $2,631+7.0% |
| Participant deferral / active EE | $3,550 | $4,242-16.3% | $5,107-30.5% | $4,212-15.7% |
| Admin fee / account holder | $156 | $8,989-98.3% | $12,068-98.7% | $7,344-97.9% |