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 4-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 | $7,899 | $81,248-90.3% | $155,509-94.9% | $80,856-90.2% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 36.26% | 33.31%+3.0pp | 64.67%-28.4pp | 35.59%+0.7pp |
| Employer contribution / active EE | $670 | $3,100-78.4% | $4,672-85.7% | $2,755-75.7% |
| Participant deferral / active EE | $3,010 | $3,452-12.8% | $5,626-46.5% | $4,296-29.9% |
| Admin fee / account holder | $65 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |