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 8-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 | $17,049 | $113,935-85.0% | $94,224-81.9% | $125,391-86.4% |
| Participation rate | 87.5% | 82.9%+4.6pp | 78.8%+8.7pp | 83.2%+4.3pp |
| Annual return | -1.94% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,330 | $4,727-71.9% | $3,587-62.9% | $4,866-72.7% |
| Participant deferral / active EE | $3,205 | $5,179-38.1% | $4,320-25.8% | $5,352-40.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |