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 | $8,706 | $211,958-95.9% | $169,463-94.9% | $135,375-93.6% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -10.94% | 3.26%-14.2pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $961 | $5,120-81.2% | $4,159-76.9% | $4,779-79.9% |
| Participant deferral / active EE | $2,164 | $6,075-64.4% | $5,277-59.0% | $5,609-61.4% |
| Admin fee / account holder | $83 | $11,471-99.3% | $9,109-99.1% | $10,827-99.2% |