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 | $5,333 | $106,515-95.0% | $96,683-94.5% | $139,434-96.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,114 | $4,103-48.5% | $3,737-43.4% | $4,751-55.5% |
| Participant deferral / active EE | $2,834 | $5,454-48.0% | $4,878-41.9% | $6,710-57.8% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |