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 3-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 | $1,708 | $154,365-98.9% | $130,231-98.7% | $139,434-98.8% |
| Participation rate | 94.1% | 79.9%+14.2pp | 76.3%+17.8pp | 80.3%+13.8pp |
| Annual return | 0.00% | 30.34%-30.3pp | 38.77%-38.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,275 | $8,498-73.2% | $6,799-66.5% | $6,710-66.1% |
| Admin fee / account holder | $112 | $9,214-98.8% | $6,020-98.1% | $11,403-99.0% |