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 | $1,672 | $91,538-98.2% | $129,995-98.7% | $75,163-97.8% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $839 | $2,845-70.5% | $4,320-80.6% | $2,670-68.6% |
| Participant deferral / active EE | $839 | $4,341-80.7% | $5,820-85.6% | $4,125-79.7% |
| Admin fee / account holder | $2 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |