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.
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 | $14,334 | $197,825-92.8% | $155,790-90.8% | $125,391-88.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | -3.25% | 86.74%-90.0pp | 71.54%-74.8pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,357 | $4,847-72.0% | $3,836-64.6% | $4,866-72.1% |
| Participant deferral / active EE | $4,446 | $5,630-21.0% | $4,797-7.3% | $5,352-16.9% |
| Admin fee / account holder | $15 | $9,545-99.8% | $7,478-99.8% | $9,540-99.8% |