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.
Employer contribution per participant 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 | $7,107 | $89,753-92.1% | $107,525-93.4% | $84,808-91.6% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 23.25% | 29.48%-6.2pp | 181.32%-158.1pp | 40.90%-17.6pp |
| Employer contribution / active EE | $821 | $3,113-73.6% | $3,754-78.1% | $2,631-68.8% |
| Participant deferral / active EE | $2,689 | $4,056-33.7% | $5,116-47.4% | $4,212-36.2% |
| Admin fee / account holder | $38 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |