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 | $6,480 | $42,894-84.9% | $60,874-89.4% | $68,494-90.5% |
| Participation rate | 85.9% | 66.8%+19.1pp | 73.1%+12.8pp | 67.9%+18.0pp |
| Annual return | -5.11% | -13.98%+8.9pp | 16.90%-22.0pp | -7.84%+2.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,482 | $2,867-13.4% | $3,817-35.0% | $4,027-38.4% |
| Admin fee / account holder | $94 | $3,101-97.0% | $3,224-97.1% | $5,403-98.3% |