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 5-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 | $7,239 | $59,805-87.9% | $79,550-90.9% | $68,494-89.4% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.5%+26.8pp | 67.9%+28.4pp |
| Annual return | -24.65% | -12.30%-12.3pp | 0.16%-24.8pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,787 | $1,505+18.8% | $2,413-25.9% | $2,596-31.2% |
| Participant deferral / active EE | $2,706 | $3,024-10.5% | $3,985-32.1% | $4,027-32.8% |
| Admin fee / account holder | $258 | $4,835-94.7% | $6,832-96.2% | $5,403-95.2% |