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 5-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 | $2,867 | $104,664-97.3% | $85,682-96.7% | $167,490-98.3% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,149 | $3,337-65.6% | $2,618-56.1% | $4,837-76.3% |
| Participant deferral / active EE | $1,483 | $4,824-69.3% | $3,923-62.2% | $6,341-76.6% |
| Admin fee / account holder | $235 | $10,032-97.7% | $6,873-96.6% | $12,309-98.1% |