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 7-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 | $7,269 | $73,867-90.2% | $143,757-94.9% | $68,494-89.4% |
| Participation rate | 78.9% | 66.7%+12.3pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,316 | $3,184-58.7% | $4,951-73.4% | $2,596-49.3% |
| Participant deferral / active EE | $5,175 | $3,384+52.9% | $5,637-8.2% | $4,027+28.5% |
| Admin fee / account holder | $43 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |