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 | $8,826 | $53,596-83.5% | $90,645-90.3% | $64,186-86.2% |
| Participation rate | 93.2% | 64.5%+28.7pp | 74.0%+19.2pp | 69.6%+23.7pp |
| Annual return | -24.30% | 4.41%-28.7pp | 1.88%-26.2pp | 7.63%-31.9pp |
| Employer contribution / active EE | $1,944 | $1,503+29.4% | $2,532-23.2% | $2,381-18.3% |
| Participant deferral / active EE | $5,450 | $2,459+121.7% | $3,425+59.2% | $3,470+57.1% |
| Admin fee / account holder | $282 | $3,868-92.7% | $4,994-94.4% | $4,888-94.2% |