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 7-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 | $5,050 | $54,762-90.8% | $90,281-94.4% | $72,985-93.1% |
| Participation rate | 89.6% | 65.1%+24.4pp | 73.3%+16.3pp | 69.5%+20.1pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,471 | $2,092-29.7% | $2,854-48.5% | $2,440-39.7% |
| Participant deferral / active EE | $3,153 | $2,887+9.2% | $3,885-18.9% | $3,607-12.6% |
| Admin fee / account holder | $122 | $3,972-96.9% | $5,351-97.7% | $5,124-97.6% |