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 | $24,566 | $95,803-74.4% | $113,168-78.3% | $84,808-71.0% |
| Participation rate | 92.5% | 72.9%+19.6pp | 76.6%+15.9pp | 68.3%+24.1pp |
| Annual return | 19.46% | 25.00%-5.5pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,762 | $2,360-25.3% | $2,975-40.8% | $2,631-33.0% |
| Participant deferral / active EE | $4,068 | $4,242-4.1% | $5,107-20.3% | $4,212-3.4% |
| Admin fee / account holder | $198 | $8,989-97.8% | $12,068-98.4% | $7,344-97.3% |