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 3-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 | $779 | $30,400-97.4% | $53,898-98.6% | $84,808-99.1% |
| Participation rate | 88.6% | 46.4%+42.2pp | 55.0%+33.7pp | 68.3%+20.3pp |
| Annual return | 19.42% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $322 | $1,199-73.1% | $1,826-82.4% | $4,212-92.3% |
| Admin fee / account holder | $145 | $1,993-92.7% | $2,491-94.2% | $7,344-98.0% |