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 | $17,950 | $82,664-78.3% | $125,339-85.7% | $68,494-73.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.36% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,752 | $3,381-18.6% | $4,814-42.8% | $2,596+6.0% |
| Participant deferral / active EE | $3,487 | $6,110-42.9% | $7,446-53.2% | $4,027-13.4% |
| Admin fee / account holder | $121 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |