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 6-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 | $1,785 | $48,265-96.3% | $68,791-97.4% | $68,494-97.4% |
| Participation rate | 95.3% | 60.7%+34.7pp | 69.0%+26.3pp | 67.9%+27.5pp |
| Annual return | -19.48% | -12.71%-6.8pp | -6.38%-13.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,128 | $1,829-38.3% | $2,655-57.5% | $2,596-56.5% |
| Participant deferral / active EE | $1,386 | $2,867-51.6% | $3,941-64.8% | $4,027-65.6% |
| Admin fee / account holder | $271 | $4,355-93.8% | $4,932-94.5% | $5,403-95.0% |