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.
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 | $20,130 | $198,466-89.9% | $170,442-88.2% | $147,584-86.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 0.06% | 257.29%-257.2pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $8,602 | $6,184+39.1% | $5,433+58.3% | $4,876+76.4% |
| Participant deferral / active EE | $4,050 | $5,629-28.1% | $4,939-18.0% | $5,439-25.5% |
| Admin fee / account holder | $214 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |