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.
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 | $10,989 | $86,929-87.4% | $102,423-89.3% | $80,856-86.4% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.6%+13.4pp |
| Annual return | 10.61% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $593 | $2,369-75.0% | $3,023-80.4% | $2,755-78.5% |
| Participant deferral / active EE | $3,702 | $4,118-10.1% | $5,053-26.7% | $4,296-13.8% |
| Admin fee / account holder | $281 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |