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 | $15,650 | $95,971-83.7% | $74,550-79.0% | $135,375-88.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.56% | 56.96%-65.5pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,393 | $2,716+61.7% | $1,961+124.0% | $4,779-8.1% |
| Participant deferral / active EE | $3,118 | $3,843-18.9% | $3,108+0.3% | $5,609-44.4% |
| Admin fee / account holder | $63 | $6,522-99.0% | $5,060-98.7% | $10,827-99.4% |