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 10-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 | $5,738 | $46,553-87.7% | $64,056-91.0% | $75,163-92.4% |
| Participation rate | 88.1% | 65.9%+22.2pp | 72.3%+15.8pp | 67.2%+20.9pp |
| Annual return | 17.89% | 26.03%-8.1pp | 33.69%-15.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,820 | $2,837-35.8% | $3,880-53.1% | $4,125-55.9% |
| Admin fee / account holder | $247 | $2,952-91.6% | $3,068-92.0% | $5,651-95.6% |