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 | $12,873 | $72,177-82.2% | $115,037-88.8% | $59,632-78.4% |
| Participation rate | 83.8% | 72.6%+11.3pp | 81.4%+2.5pp | 68.7%+15.2pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,416 | $2,841-15.0% | $4,608-47.6% | $2,203+9.7% |
| Participant deferral / active EE | $4,539 | $4,783-5.1% | $6,026-24.7% | $3,192+42.2% |
| Admin fee / account holder | $95 | $4,927-98.1% | $8,175-98.8% | $4,297-97.8% |