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 7-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 | $2,477 | $63,861-96.1% | $104,607-97.6% | $79,858-96.9% |
| Participation rate | 88.2% | 64.9%+23.3pp | 74.1%+14.2pp | 69.6%+18.6pp |
| Annual return | 45.42% | 21.30%+24.1pp | 340.46%-295.0pp | 31.71%+13.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,902 | $2,693-29.4% | $3,740-49.1% | $3,740-49.1% |
| Admin fee / account holder | $71 | $4,185-98.3% | $6,473-98.9% | $5,306-98.7% |