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 5-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 | $2,544 | $45,863-94.5% | $77,024-96.7% | $68,494-96.3% |
| Participation rate | 78.3% | 55.9%+22.3pp | 67.9%+10.4pp | 67.9%+10.4pp |
| Annual return | -15.64% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,849 | $2,962-37.6% | $4,426-58.2% | $4,027-54.1% |
| Admin fee / account holder | $194 | $3,041-93.6% | $5,425-96.4% | $5,403-96.4% |