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 | $8,086 | $101,069-92.0% | $81,478-90.1% | $147,584-94.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 31.61% | 32.40%-0.8pp | 38.78%-7.2pp | 578.55%-546.9pp |
| Employer contribution / active EE | $1,599 | $3,205-50.1% | $2,568-37.7% | $4,876-67.2% |
| Participant deferral / active EE | $4,350 | $4,242+2.6% | $3,537+23.0% | $5,439-20.0% |
| Admin fee / account holder | $111 | $5,812-98.1% | $4,561-97.6% | $10,885-99.0% |