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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,220 | $58,577-51.8% | $83,333-66.1% | $64,186-56.0% |
| Participation rate | 85.1% | 72.0%+13.0pp | 77.8%+7.3pp | 69.6%+15.5pp |
| Annual return | -7.05% | 9.65%-16.7pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,003 | $4,654-14.0% | $5,565-28.1% | $3,470+15.4% |
| Admin fee / account holder | $256 | $9,275-97.2% | $7,510-96.6% | $4,888-94.8% |