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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,938 | $92,222-67.5% | $76,768-61.0% | $135,375-77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.87% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $860 | $3,216-73.3% | $2,485-65.4% | $4,779-82.0% |
| Participant deferral / active EE | $1,174 | $4,509-74.0% | $3,852-69.5% | $5,609-79.1% |
| Admin fee / account holder | $213 | $10,748-98.0% | $6,675-96.8% | $10,827-98.0% |