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 | $4,473 | $72,277-93.8% | $101,248-95.6% | $79,858-94.4% |
| Participation rate | 95.7% | 68.5%+27.3pp | 75.8%+19.9pp | 69.6%+26.1pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,770 | $2,692-34.3% | $3,660-51.6% | $2,471-28.4% |
| Participant deferral / active EE | $2,179 | $3,282-33.6% | $4,370-50.1% | $3,740-41.8% |
| Admin fee / account holder | $93 | $4,400-97.9% | $5,945-98.4% | $5,306-98.3% |