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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,787 | $96,557-82.6% | $80,975-79.3% | $273,961-93.9% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | -0.23% | 15.14%-15.4pp | 17.10%-17.3pp | 41.45%-41.7pp |
| Employer contribution / active EE | $1,297 | $4,868-73.3% | $3,714-65.1% | $4,869-73.4% |
| Participant deferral / active EE | $2,879 | $6,598-56.4% | $5,696-49.5% | $5,287-45.5% |
| Admin fee / account holder | $85 | $7,492-98.9% | $5,516-98.5% | $10,132-99.2% |