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 | $14,468 | $50,958-71.6% | $74,550-80.6% | $64,186-77.5% |
| Participation rate | 70.2% | 61.1%+9.2pp | 69.1%+1.1pp | 69.6%+0.6pp |
| Annual return | -10.07% | -1.86%-8.2pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $643 | $1,115-42.3% | $1,961-67.2% | $2,381-73.0% |
| Participant deferral / active EE | $3,131 | $2,301+36.0% | $3,108+0.7% | $3,470-9.8% |
| Admin fee / account holder | $145 | $4,223-96.6% | $5,060-97.1% | $4,888-97.0% |