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 3-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 | $6,366 | $64,839-90.2% | $95,585-93.3% | $84,808-92.5% |
| Participation rate | 98.2% | 63.8%+34.4pp | 72.1%+26.1pp | 68.3%+29.9pp |
| Annual return | 21.76% | -670.96%+692.7pp | 38.56%-16.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,279 | $1,759-27.3% | $2,527-49.4% | $2,631-51.4% |
| Participant deferral / active EE | $1,757 | $2,965-40.7% | $4,023-56.3% | $4,212-58.3% |
| Admin fee / account holder | $38 | $5,964-99.4% | $6,127-99.4% | $7,344-99.5% |