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 6-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 | $13,800 | $74,927-81.6% | $101,794-86.4% | $84,808-83.7% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.2%+21.4pp | 68.3%+22.3pp |
| Annual return | 20.56% | 18.70%+1.9pp | 30.53%-10.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,292 | $1,522-15.1% | $2,289-43.6% | $2,631-50.9% |
| Participant deferral / active EE | $3,025 | $3,099-2.4% | $4,084-25.9% | $4,212-28.2% |
| Admin fee / account holder | $152 | $6,514-97.7% | $8,777-98.3% | $7,344-97.9% |