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 7-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 | $15,187 | $110,257-86.2% | $96,544-84.3% | $139,434-89.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 5.20% | 26.32%-21.1pp | 25.84%-20.6pp | 372.94%-367.7pp |
| Employer contribution / active EE | $1,342 | $3,620-62.9% | $2,965-54.7% | $4,751-71.8% |
| Participant deferral / active EE | $2,577 | $5,548-53.5% | $4,851-46.9% | $6,710-61.6% |
| Admin fee / account holder | $57 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |