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 8-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 | $10,767 | $77,813-86.2% | $123,544-91.3% | $64,186-83.2% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,316 | $3,014+10.0% | $4,628-28.3% | $2,381+39.3% |
| Participant deferral / active EE | $9,172 | $5,240+75.1% | $6,426+42.8% | $3,470+164.4% |
| Admin fee / account holder | $181 | $5,519-96.7% | $9,284-98.1% | $4,888-96.3% |