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 | $23,451 | $71,883-67.4% | $86,677-72.9% | $68,494-65.8% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -18.76% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,124 | $2,173+89.8% | $2,836+45.4% | $2,596+58.8% |
| Participant deferral / active EE | $1,876 | $3,779-50.3% | $4,656-59.7% | $4,027-53.4% |
| Admin fee / account holder | $256 | $6,112-95.8% | $7,493-96.6% | $5,403-95.3% |