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 3-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 | $7,127 | $86,929-91.8% | $102,423-93.0% | $80,856-91.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.88% | 18.88%+1.0pp | 29.32%-9.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,763 | $2,369-25.6% | $3,023-41.7% | $2,755-36.0% |
| Participant deferral / active EE | $3,492 | $4,118-15.2% | $5,053-30.9% | $4,296-18.7% |
| Admin fee / account holder | $54 | $8,049-99.3% | $9,451-99.4% | $6,918-99.2% |