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 | $835 | $29,660-97.2% | $56,411-98.5% | $80,856-99.0% |
| Participation rate | 73.5% | 41.6%+31.9pp | 52.5%+21.1pp | 67.6%+5.9pp |
| Annual return | 14.89% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $297 | $1,226-75.8% | $1,952-84.8% | $4,296-93.1% |
| Admin fee / account holder | $150 | $2,428-93.8% | $2,829-94.7% | $6,918-97.8% |