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 3-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 | $5,830 | $89,753-93.5% | $107,525-94.6% | $84,808-93.1% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 20.50% | 29.48%-9.0pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $30 | $3,113-99.0% | $3,754-99.2% | $2,631-98.9% |
| Participant deferral / active EE | $2,176 | $4,056-46.4% | $5,116-57.5% | $4,212-48.3% |
| Admin fee / account holder | $298 | $7,222-95.9% | $8,919-96.7% | $7,344-95.9% |