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 9-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 | $10,856 | $65,041-83.3% | $90,951-88.1% | $79,858-86.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 115.51% | 30.45%+85.1pp | 134.60%-19.1pp | 31.71%+83.8pp |
| Employer contribution / active EE | $1,598 | $1,247+28.1% | $2,122-24.7% | $2,471-35.3% |
| Participant deferral / active EE | $3,142 | $2,512+25.1% | $3,373-6.8% | $3,740-16.0% |
| Admin fee / account holder | $226 | $4,536-95.0% | $5,959-96.2% | $5,306-95.7% |