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 10-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 | $15,935 | $62,586-74.5% | $76,768-79.2% | $64,186-75.2% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.5pp | 69.6%+19.9pp |
| Annual return | -7.75% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,305 | $1,832-28.8% | $2,485-47.5% | $2,381-45.2% |
| Participant deferral / active EE | $2,530 | $3,145-19.6% | $3,852-34.3% | $3,470-27.1% |
| Admin fee / account holder | $137 | $4,667-97.1% | $6,675-97.9% | $4,888-97.2% |