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 7-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 | $17,340 | $167,307-89.6% | $143,757-87.9% | $134,475-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.79% | 0.46%-7.2pp | -0.04%-6.7pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,037 | $5,619-63.8% | $4,951-58.9% | $4,740-57.0% |
| Participant deferral / active EE | $3,050 | $6,446-52.7% | $5,637-45.9% | $6,400-52.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |