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.
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 | $4,366 | $59,107-92.6% | $86,436-94.9% | $68,494-93.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $75 | $2,519-97.0% | $3,769-98.0% | $2,596-97.1% |
| Participant deferral / active EE | $3,917 | $5,901-33.6% | $6,952-43.7% | $4,027-2.7% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |