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 | $867 | $27,641-96.9% | $61,373-98.6% | $68,494-98.7% |
| Participation rate | 75.9% | 39.5%+36.4pp | 52.6%+23.3pp | 67.9%+8.0pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $775 | $1,263-38.6% | $2,125-63.5% | $4,027-80.8% |
| Admin fee / account holder | $1 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |