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 | $4,104 | $95,862-95.7% | $79,550-94.8% | $134,475-96.9% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -35.63% | -2.69%-32.9pp | 0.16%-35.8pp | 417.96%-453.6pp |
| Employer contribution / active EE | $641 | $3,128-79.5% | $2,413-73.5% | $4,740-86.5% |
| Participant deferral / active EE | $2,093 | $4,693-55.4% | $3,985-47.5% | $6,400-67.3% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |