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 9-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 | $4,267 | $65,696-93.5% | $56,429-92.4% | $147,584-97.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 13.32%-13.3pp | 19.04%-19.0pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,896 | $4,121-54.0% | $3,405-44.3% | $4,876-61.1% |
| Participant deferral / active EE | $2,070 | $4,876-57.6% | $3,951-47.6% | $5,439-61.9% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |