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 8-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.
Employer 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 | $11,229 | $81,460-86.2% | $103,333-89.1% | $80,856-86.1% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 13.26% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,606 | $3,869-6.8% | $5,057-28.7% | $4,296-16.1% |
| Admin fee / account holder | $90 | $6,566-98.6% | $8,355-98.9% | $6,918-98.7% |