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 7-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 | $6,845 | $53,162-87.1% | $91,220-92.5% | $68,494-90.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -20.74% | -3.14%-17.6pp | 114.01%-134.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $849 | $1,709-50.3% | $2,850-70.2% | $2,596-67.3% |
| Participant deferral / active EE | $2,258 | $2,974-24.1% | $4,234-46.7% | $4,027-43.9% |
| Admin fee / account holder | $134 | $4,493-97.0% | $5,420-97.5% | $5,403-97.5% |