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 | $2,256 | $58,208-96.1% | $81,812-97.2% | $80,856-97.2% |
| Participation rate | 79.6% | 63.4%+16.2pp | 72.3%+7.2pp | 67.6%+12.0pp |
| Annual return | 14.49% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $878 | $3,281-73.3% | $4,319-79.7% | $4,296-79.6% |
| Admin fee / account holder | $120 | $4,981-97.6% | $7,386-98.4% | $6,918-98.3% |