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 3-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 | $3,585 | $100,923-96.4% | $150,045-97.6% | $74,304-95.2% |
| Participation rate | 77.2% | 70.1%+7.1pp | 82.3%-5.1pp | 60.3%+16.9pp |
| Annual return | 27.09% | 51.77%-24.7pp | 62.55%-35.5pp | 29.43%-2.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,828 | $6,709-72.8% | $7,997-77.1% | $3,767-51.5% |
| Admin fee / account holder | $102 | $2,767-96.3% | $13,435-99.2% | $2,969-96.5% |