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 5-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 | $15,683 | $104,475-85.0% | $159,436-90.2% | $79,386-80.2% |
| Participation rate | 72.4% | 76.6%-4.3pp | 82.8%-10.5pp | 70.7%+1.6pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,137 | $3,417-37.5% | $4,829-55.8% | $2,427-12.0% |
| Participant deferral / active EE | $3,796 | $6,467-41.3% | $7,352-48.4% | $4,046-6.2% |
| Admin fee / account holder | $148 | $711-79.2% | $10,799-98.6% | $626-76.4% |