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 | $7,314 | $48,230-84.8% | $67,502-89.2% | $80,856-91.0% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.6%+22.4pp |
| Annual return | 16.23% | 18.28%-2.0pp | 3512.12%-3495.9pp | 35.59%-19.4pp |
| Employer contribution / active EE | $725 | $2,020-64.1% | $2,731-73.5% | $2,755-73.7% |
| Participant deferral / active EE | $2,359 | $2,924-19.3% | $4,000-41.0% | $4,296-45.1% |
| Admin fee / account holder | $162 | $3,681-95.6% | $3,998-95.9% | $6,918-97.7% |