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.
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 | $7,843 | $95,862-91.8% | $79,550-90.1% | $134,475-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -43.60% | -2.69%-40.9pp | 0.16%-43.8pp | 417.96%-461.6pp |
| Employer contribution / active EE | $1,145 | $3,128-63.4% | $2,413-52.6% | $4,740-75.8% |
| Participant deferral / active EE | $5,938 | $4,693+26.5% | $3,985+49.0% | $6,400-7.2% |
| Admin fee / account holder | $169 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |