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 5-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 | $20,063 | $78,672-74.5% | $109,143-81.6% | $85,850-76.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,230 | $2,735-18.4% | $3,722-40.1% | $2,565-13.0% |
| Participant deferral / active EE | $4,502 | $3,467+29.8% | $4,653-3.2% | $3,952+13.9% |
| Admin fee / account holder | $203 | $5,469-96.3% | $6,752-97.0% | $6,260-96.8% |