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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,582 | $244,740+3.2% | $206,214+22.5% | $357,791-29.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 8.49% | -3.72%+12.2pp | -1.60%+10.1pp | 396.79%-388.3pp |
| Employer contribution / active EE | $16,926 | $7,019+141.1% | $5,967+183.6% | $7,508+125.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,419-100.0% | $13,671-100.0% | $28,387-100.0% |