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 | $2,832 | $109,327-97.4% | $89,391-96.8% | $158,922-98.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,411 | $3,170-24.0% | $2,586-6.8% | $4,761-49.4% |
| Participant deferral / active EE | $1,227 | $4,598-73.3% | $3,890-68.5% | $5,982-79.5% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |