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 4-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 | $9,250 | $167,484-94.5% | $151,611-93.9% | $134,475-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,497 | $6,829-63.4% | $6,166-59.5% | $4,740-47.3% |
| Participant deferral / active EE | $13,351 | $8,986+48.6% | $8,363+59.6% | $6,400+108.6% |
| Admin fee / account holder | $37 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |