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 | $8,022 | $42,894-81.3% | $60,874-86.8% | $68,494-88.3% |
| Participation rate | 84.3% | 66.8%+17.5pp | 73.1%+11.2pp | 67.9%+16.4pp |
| Annual return | -17.68% | -13.98%-3.7pp | 16.90%-34.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,962 | $2,867-31.6% | $3,817-48.6% | $4,027-51.3% |
| Admin fee / account holder | $270 | $3,101-91.3% | $3,224-91.6% | $5,403-95.0% |