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 | $2,996 | $59,101-94.9% | $77,163-96.1% | $75,163-96.0% |
| Participation rate | 85.2% | 63.9%+21.4pp | 69.6%+15.7pp | 67.2%+18.0pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $851 | $1,995-57.3% | $2,535-66.4% | $2,670-68.1% |
| Participant deferral / active EE | $1,742 | $2,999-41.9% | $3,833-54.6% | $4,125-57.8% |
| Admin fee / account holder | $22 | $4,774-99.5% | $5,472-99.6% | $5,651-99.6% |