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 | $1,671 | $44,850-96.3% | $60,547-97.2% | $59,632-97.2% |
| Participation rate | 71.7% | 59.5%+12.2pp | 68.0%+3.7pp | 68.7%+3.0pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $396 | $1,462-72.9% | $2,419-83.6% | $2,203-82.0% |
| Participant deferral / active EE | $804 | $2,230-63.9% | $3,328-75.8% | $3,192-74.8% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |