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 | $7,399 | $92,222-92.0% | $76,768-90.4% | $135,375-94.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,214 | $3,216-62.3% | $2,485-51.2% | $4,779-74.6% |
| Participant deferral / active EE | $1,800 | $4,509-60.1% | $3,852-53.3% | $5,609-67.9% |
| Admin fee / account holder | $45 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |