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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,224,090 | $331,010+571.9% | $284,014+683.1% | $357,791+521.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | -61.70% | -7.54%-54.2pp | -6.84%-54.9pp | 396.79%-458.5pp |
| Employer contribution / active EE | $0 | $4,421-100.0% | $4,497-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,180-100.0% | $5,463-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,699-100.0% | $16,425-100.0% | $28,387-100.0% |