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 8-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.
Participant 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 | $47,344 | $149,333-68.3% | $106,387-55.5% | $135,375-65.0% |
| Participation rate | 80.0% | 81.5%-1.5pp | 77.5%+2.5pp | 82.6%-2.6pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,751 | $4,984-64.9% | $3,520-50.3% | $4,779-63.4% |
| Participant deferral / active EE | $2,160 | $7,230-70.1% | $5,421-60.2% | $5,609-61.5% |
| Admin fee / account holder | $105 | $15,952-99.3% | $7,510-98.6% | $10,827-99.0% |