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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,510 | $81,248-92.0% | $155,509-95.8% | $80,856-91.9% |
| Participation rate | 75.8% | 66.2%+9.5pp | 78.2%-2.4pp | 67.6%+8.1pp |
| Annual return | 13.40% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,172 | $3,452-37.1% | $5,626-61.4% | $4,296-49.4% |
| Admin fee / account holder | $43 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |