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 6-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 | $2,676 | $99,159-97.3% | - | $167,490-98.4% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 0.40% | 15.94%-15.5pp | - | 478.56%-478.2pp |
| Employer contribution / active EE | $1,166 | $3,061-61.9% | - | $4,837-75.9% |
| Participant deferral / active EE | $1,601 | $4,624-65.4% | - | $6,341-74.8% |
| Admin fee / account holder | $246 | $3,125-92.1% | - | $12,309-98.0% |