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 5-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 | $11,566 | $167,307-93.1% | $143,757-92.0% | $134,475-91.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 19.27% | 0.46%+18.8pp | -0.04%+19.3pp | 417.96%-398.7pp |
| Employer contribution / active EE | $1,882 | $5,619-66.5% | $4,951-62.0% | $4,740-60.3% |
| Participant deferral / active EE | $3,162 | $6,446-50.9% | $5,637-43.9% | $6,400-50.6% |
| Admin fee / account holder | $91 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |