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 5-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 | $9,284 | $105,860-91.2% | $90,749-89.8% | $134,475-93.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -17.52% | -11.01%-6.5pp | -12.16%-5.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,721 | $3,462-50.3% | $2,921-41.1% | $4,740-63.7% |
| Participant deferral / active EE | $3,228 | $5,216-38.1% | $4,564-29.3% | $6,400-49.6% |
| Admin fee / account holder | $22 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |