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 3-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 | $7,616 | $156,846-95.1% | $121,098-93.7% | $139,434-94.5% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,435 | $5,536-74.1% | $4,164-65.5% | $4,751-69.8% |
| Participant deferral / active EE | $5,052 | $4,844+4.3% | $4,080+23.8% | $6,710-24.7% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |