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 | $3,839 | $65,041-94.1% | $90,951-95.8% | $79,858-95.2% |
| Participation rate | 88.5% | 61.6%+26.9pp | 69.0%+19.5pp | 69.6%+18.8pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,257 | $1,247+0.7% | $2,122-40.8% | $2,471-49.1% |
| Participant deferral / active EE | $2,088 | $2,512-16.9% | $3,373-38.1% | $3,740-44.2% |
| Admin fee / account holder | $10 | $4,536-99.8% | $5,959-99.8% | $5,306-99.8% |