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 | $8,761 | $80,968-89.2% | $96,544-90.9% | $75,163-88.3% |
| Participation rate | 92.9% | 71.8%+21.1pp | 76.0%+16.9pp | 67.2%+25.7pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,926 | $2,282-15.6% | $2,965-35.0% | $2,670-27.8% |
| Participant deferral / active EE | $4,588 | $3,928+16.8% | $4,851-5.4% | $4,125+11.2% |
| Admin fee / account holder | $93 | $6,724-98.6% | $8,252-98.9% | $5,651-98.3% |