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 10-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 | $10,995 | $97,757-88.8% | $83,848-86.9% | $135,375-91.9% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | -7.85% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,062 | $4,222-74.8% | $3,631-70.7% | $4,779-77.8% |
| Participant deferral / active EE | $2,354 | $4,682-49.7% | $4,082-42.3% | $5,609-58.0% |
| Admin fee / account holder | $82 | $6,674-98.8% | $5,478-98.5% | $10,827-99.2% |