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 | $8,050 | $60,989-86.8% | $60,874-86.8% | $66,914-88.0% |
| Participation rate | 90.7% | 74.5%+16.2pp | 73.1%+17.5pp | 69.8%+20.9pp |
| Annual return | -22.50% | -9.60%-12.9pp | 16.90%-39.4pp | 1.58%-24.1pp |
| Employer contribution / active EE | $2,418 | $2,661-9.1% | $2,701-10.5% | $2,544-5.0% |
| Participant deferral / active EE | $2,769 | $3,615-23.4% | $3,817-27.4% | $4,237-34.6% |
| Admin fee / account holder | $185 | $338-45.2% | $3,224-94.2% | $593-68.7% |