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 | $3,314 | $74,927-95.6% | $101,794-96.7% | $84,808-96.1% |
| Participation rate | 72.2% | 61.4%+10.8pp | 69.2%+3.0pp | 68.3%+3.9pp |
| Annual return | 16.87% | 18.70%-1.8pp | 30.53%-13.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $842 | $3,099-72.8% | $4,084-79.4% | $4,212-80.0% |
| Admin fee / account holder | $125 | $6,514-98.1% | $8,777-98.6% | $7,344-98.3% |