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 | $17,675 | $72,404-75.6% | $110,238-84.0% | $64,186-72.5% |
| Participation rate | 83.8% | 73.3%+10.4pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | -11.10% | -6.29%-4.8pp | 314.74%-325.8pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,601 | $2,282-29.8% | $3,826-58.2% | $2,381-32.8% |
| Participant deferral / active EE | $3,462 | $3,469-0.2% | $4,672-25.9% | $3,470-0.2% |
| Admin fee / account holder | $66 | $5,664-98.8% | $8,547-99.2% | $4,888-98.6% |