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 | $7,259 | $81,460-91.1% | $103,333-93.0% | $80,856-91.0% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 17.77% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,217 | $3,105-60.8% | $3,868-68.5% | $2,755-55.8% |
| Participant deferral / active EE | $1,762 | $3,869-54.5% | $5,057-65.2% | $4,296-59.0% |
| Admin fee / account holder | $83 | $6,566-98.7% | $8,355-99.0% | $6,918-98.8% |