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 | $8,412 | $69,010-87.8% | $159,960-94.7% | $68,494-87.7% |
| Participation rate | 86.1% | 65.4%+20.7pp | 78.0%+8.2pp | 67.9%+18.2pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,423 | $2,213+9.5% | $4,226-42.7% | $2,596-6.7% |
| Participant deferral / active EE | $4,045 | $4,212-4.0% | $6,182-34.6% | $4,027+0.4% |
| Admin fee / account holder | $70 | $4,798-98.5% | $8,698-99.2% | $5,403-98.7% |