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 | $9,450 | $42,383-77.7% | $76,523-87.7% | $64,186-85.3% |
| Participation rate | 77.8% | 58.1%+19.6pp | 68.0%+9.8pp | 69.6%+8.2pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,420 | $1,563+54.8% | $2,647-8.6% | $2,381+1.6% |
| Participant deferral / active EE | $4,710 | $2,566+83.5% | $3,835+22.8% | $3,470+35.8% |
| Admin fee / account holder | $68 | $3,198-97.9% | $4,848-98.6% | $4,888-98.6% |