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 | $10,711 | $92,222-88.4% | $76,768-86.0% | $135,375-92.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -10.13% | 5.46%-15.6pp | 2.43%-12.6pp | 519.73%-529.9pp |
| Employer contribution / active EE | $767 | $3,216-76.2% | $2,485-69.2% | $4,779-84.0% |
| Participant deferral / active EE | $1,665 | $4,509-63.1% | $3,852-56.8% | $5,609-70.3% |
| Admin fee / account holder | $26 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |