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.
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 | $8,758 | $61,660-85.8% | $80,019-89.1% | $64,186-86.4% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | -6.85% | -0.33%-6.5pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,578 | $2,968-46.8% | $3,686-57.2% | $3,470-54.5% |
| Admin fee / account holder | $128 | $5,417-97.6% | $6,521-98.0% | $4,888-97.4% |