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 9-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 | $17,449 | $109,359-84.0% | $162,163-89.2% | $72,985-76.1% |
| Participation rate | 77.5% | 84.3%-6.8pp | 87.6%-10.1pp | 69.5%+8.0pp |
| Annual return | 34.87% | 25.46%+9.4pp | 115.59%-80.7pp | 81.00%-46.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,714 | $5,481+4.2% | $7,298-21.7% | $3,607+58.4% |
| Admin fee / account holder | $56 | $7,972-99.3% | $10,843-99.5% | $5,124-98.9% |