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 3-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 | $3,435 | $58,264-94.1% | $86,612-96.0% | $71,457-95.2% |
| Participation rate | 89.4% | 65.0%+24.4pp | 71.7%+17.7pp | 67.9%+21.5pp |
| Annual return | 0.00% | 21.63%-21.6pp | 591.07%-591.1pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,047 | $2,574-59.3% | $3,022-65.4% | $2,588-59.6% |
| Participant deferral / active EE | $1,314 | $3,436-61.8% | $4,438-70.4% | $4,289-69.4% |
| Admin fee / account holder | $78 | $1,057-92.6% | $5,614-98.6% | $1,587-95.1% |