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 | $11,749 | $57,354-79.5% | $83,848-86.0% | $64,186-81.7% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -18.43% | 11.38%-29.8pp | 850.88%-869.3pp | 7.63%-26.1pp |
| Employer contribution / active EE | $3,512 | $2,545+38.0% | $3,631-3.3% | $2,381+47.5% |
| Participant deferral / active EE | $3,856 | $2,993+28.8% | $4,082-5.5% | $3,470+11.1% |
| Admin fee / account holder | $134 | $4,046-96.7% | $5,478-97.6% | $4,888-97.3% |