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 | $9,453 | $87,705-89.2% | $63,517-85.1% | $125,391-92.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,763 | $3,601-23.3% | $2,322+19.0% | $4,866-43.2% |
| Participant deferral / active EE | $5,533 | $3,939+40.5% | $2,953+87.4% | $5,352+3.4% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |