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 | $9,435 | $138,065-93.2% | $123,544-92.4% | $135,375-93.0% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.76% | 153.68%-161.4pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,055 | $5,151-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $2,902 | $6,799-57.3% | $6,426-54.8% | $5,609-48.3% |
| Admin fee / account holder | $12 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |