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 | $5,571 | $80,717-93.1% | $154,803-96.4% | $84,808-93.4% |
| Participation rate | 77.6% | 66.8%+10.8pp | 78.1%-0.5pp | 68.3%+9.3pp |
| Annual return | 15.55% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $239 | $2,761-91.4% | $4,305-94.5% | $2,631-90.9% |
| Participant deferral / active EE | $937 | $3,303-71.6% | $5,540-83.1% | $4,212-77.7% |
| Admin fee / account holder | $136 | $6,746-98.0% | $14,329-99.0% | $7,344-98.1% |