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 | $7,200 | $179,726-96.0% | $156,263-95.4% | $142,382-94.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.49% | 77.86%-55.4pp | 59.47%-37.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,332 | $5,069-73.7% | $4,333-69.3% | $4,299-69.0% |
| Participant deferral / active EE | $2,088 | $6,956-70.0% | $6,158-66.1% | $6,507-67.9% |
| Admin fee / account holder | $91 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |