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 | $5,610 | $48,795-88.5% | $65,493-91.4% | $84,808-93.4% |
| Participation rate | 93.5% | 67.0%+26.5pp | 73.1%+20.4pp | 68.3%+25.2pp |
| Annual return | 21.11% | 20.20%+0.9pp | 982.45%-961.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,284 | $1,930-33.5% | $2,574-50.1% | $2,631-51.2% |
| Participant deferral / active EE | $1,754 | $2,928-40.1% | $3,961-55.7% | $4,212-58.3% |
| Admin fee / account holder | $185 | $3,877-95.2% | $5,028-96.3% | $7,344-97.5% |