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.
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 | $5,842 | $105,860-94.5% | $90,749-93.6% | $134,475-95.7% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -22.20% | -11.01%-11.2pp | -12.16%-10.0pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,667 | $3,462-51.9% | $2,921-42.9% | $4,740-64.8% |
| Participant deferral / active EE | $2,511 | $5,216-51.9% | $4,564-45.0% | $6,400-60.8% |
| Admin fee / account holder | $131 | $13,938-99.1% | $8,445-98.4% | $11,426-98.9% |