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 10-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 | $11,868 | $99,032-88.0% | $80,019-85.2% | $135,375-91.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.27% | 15.39%-23.7pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,759 | $3,043-42.2% | $2,468-28.7% | $4,779-63.2% |
| Participant deferral / active EE | $3,217 | $4,282-24.9% | $3,686-12.7% | $5,609-42.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |