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 8-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 | $2,825 | $59,535-95.3% | $90,160-96.9% | $62,292-95.5% |
| Participation rate | 82.8% | 73.0%+9.7pp | 76.9%+5.9pp | 69.5%+13.3pp |
| Annual return | 0.00% | 23.53%-23.5pp | 34.88%-34.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,880 | $4,639-59.5% | $5,288-64.4% | $3,169-40.7% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |