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 4-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 | $2,948 | $190,805-98.5% | $159,960-98.2% | $134,475-97.8% |
| Participation rate | 94.4% | 81.9%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $967 | $4,995-80.6% | $4,226-77.1% | $4,740-79.6% |
| Participant deferral / active EE | $2,168 | $6,923-68.7% | $6,182-64.9% | $6,400-66.1% |
| Admin fee / account holder | $6 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |