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 | $3,174 | $91,190-96.5% | $178,490-98.2% | $79,858-96.0% |
| Participation rate | 83.0% | 69.2%+13.8pp | 81.9%+1.0pp | 69.6%+13.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $595 | $3,256-81.7% | $5,011-88.1% | $2,471-75.9% |
| Participant deferral / active EE | $1,028 | $3,236-68.2% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $39 | $6,751-99.4% | $13,984-99.7% | $5,306-99.3% |