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 5-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 | $6,648 | $78,422-91.5% | $95,952-93.1% | $79,858-91.7% |
| Participation rate | 91.9% | 73.5%+18.4pp | 77.1%+14.8pp | 69.6%+22.3pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,938 | $1,945-0.4% | $2,541-23.7% | $2,471-21.6% |
| Participant deferral / active EE | $3,499 | $3,440+1.7% | $4,167-16.0% | $3,740-6.4% |
| Admin fee / account holder | $269 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |