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 | $6,088 | $65,365-90.7% | $92,893-93.4% | $72,985-91.7% |
| Participation rate | 86.4% | 68.3%+18.1pp | 76.0%+10.4pp | 69.5%+16.9pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,778 | $2,594-31.4% | $3,653-51.3% | $2,440-27.1% |
| Participant deferral / active EE | $2,930 | $3,128-6.3% | $4,236-30.8% | $3,607-18.8% |
| Admin fee / account holder | $83 | $4,251-98.1% | $5,794-98.6% | $5,124-98.4% |