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 | $6,647 | $54,350-87.8% | $82,719-92.0% | $68,494-90.3% |
| Participation rate | 90.7% | 63.9%+26.8pp | 72.6%+18.1pp | 67.9%+22.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,448 | $2,218+55.5% | $3,009+14.6% | $2,596+32.8% |
| Participant deferral / active EE | $2,302 | $3,246-29.1% | $4,395-47.6% | $4,027-42.8% |
| Admin fee / account holder | $89 | $4,395-98.0% | $5,329-98.3% | $5,403-98.3% |