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 4-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.
Participant 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 | $4,605 | $117,841-96.1% | $102,423-95.5% | $145,922-96.8% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 8.92% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,583 | $5,731-72.4% | $5,053-68.7% | $6,688-76.3% |
| Admin fee / account holder | $127 | $13,326-99.0% | $9,451-98.7% | $13,397-99.1% |