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 | $9,450 | $74,927-87.4% | $101,794-90.7% | $84,808-88.9% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.2%+7.1pp | 68.3%+8.0pp |
| Annual return | 23.07% | 18.70%+4.4pp | 30.53%-7.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,157 | $1,522-24.0% | $2,289-49.4% | $2,631-56.0% |
| Participant deferral / active EE | $1,693 | $3,099-45.4% | $4,084-58.5% | $4,212-59.8% |
| Admin fee / account holder | $230 | $6,514-96.5% | $8,777-97.4% | $7,344-96.9% |