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 3-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.
Participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $529 | $125,758-99.6% | $169,993-99.7% | $75,163-99.3% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.0%-1.8pp | 67.2%+18.0pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.37%-53.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $551 | $6,837-91.9% | $10,408-94.7% | $4,125-86.6% |
| Admin fee / account holder | $44 | $8,173-99.5% | $12,815-99.7% | $5,651-99.2% |