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 | $1,539 | $61,156-97.5% | $185,823-99.2% | $79,386-98.1% |
| Participation rate | 81.7% | 66.6%+15.0pp | 81.7%0pp | 70.7%+10.9pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $390 | $2,321-83.2% | $5,167-92.5% | $2,427-83.9% |
| Participant deferral / active EE | $1,124 | $2,789-59.7% | $5,568-79.8% | $4,046-72.2% |
| Admin fee / account holder | $46 | $710-93.5% | $16,237-99.7% | $626-92.6% |