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 | $13,488 | $71,883-81.2% | $86,677-84.4% | $68,494-80.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.56% | 3.52%-3.0pp | 35.91%-35.3pp | -7.84%+8.4pp |
| Employer contribution / active EE | $4,399 | $2,173+102.4% | $2,836+55.1% | $2,596+69.4% |
| Participant deferral / active EE | $6,143 | $3,779+62.6% | $4,656+31.9% | $4,027+52.5% |
| Admin fee / account holder | $184 | $6,112-97.0% | $7,493-97.5% | $5,403-96.6% |