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 | $2,626 | $88,751-97.0% | $81,812-96.8% | $145,922-98.2% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $938 | $3,083-69.6% | $2,912-67.8% | $4,660-79.9% |
| Participant deferral / active EE | $1,127 | $4,643-75.7% | $4,319-73.9% | $6,688-83.2% |
| Admin fee / account holder | $92 | $8,415-98.9% | $7,386-98.8% | $13,397-99.3% |