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 | $3,303 | $80,968-95.9% | $96,544-96.6% | $75,163-95.6% |
| Participation rate | 90.3% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.1pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $940 | $2,282-58.8% | $2,965-68.3% | $2,670-64.8% |
| Participant deferral / active EE | $1,805 | $3,928-54.0% | $4,851-62.8% | $4,125-56.2% |
| Admin fee / account holder | $18 | $6,724-99.7% | $8,252-99.8% | $5,651-99.7% |