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 | $975 | $138,347-99.3% | $184,203-99.5% | $80,856-98.8% |
| Participation rate | 86.4% | 83.9%+2.6pp | 86.8%-0.4pp | 67.6%+18.8pp |
| Annual return | 12.93% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $617 | $7,071-91.3% | $9,131-93.2% | $4,296-85.6% |
| Admin fee / account holder | $172 | $10,483-98.4% | $13,901-98.8% | $6,918-97.5% |