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 7-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 | $9,225 | $103,376-91.1% | $87,100-89.4% | $152,861-94.0% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,173 | $3,220-32.5% | $2,521-13.8% | $4,762-54.4% |
| Participant deferral / active EE | $6,361 | $4,778+33.1% | $4,049+57.1% | $5,850+8.7% |
| Admin fee / account holder | $18 | $12,205-99.9% | $7,497-99.8% | $11,596-99.8% |