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 9-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 | $15,155 | $100,754-85.0% | $86,677-82.5% | $134,475-88.7% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -20.53% | 29.04%-49.6pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,626 | $3,489-24.7% | $2,836-7.4% | $4,740-44.6% |
| Participant deferral / active EE | $4,446 | $5,338-16.7% | $4,656-4.5% | $6,400-30.5% |
| Admin fee / account holder | $224 | $10,926-98.0% | $7,493-97.0% | $11,426-98.0% |