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 5-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 | $12,395 | $127,065-90.2% | $113,168-89.0% | $142,382-91.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.15% | 24.03%+1.1pp | 24.27%+0.9pp | 217.08%-191.9pp |
| Employer contribution / active EE | $530 | $3,442-84.6% | $2,975-82.2% | $4,299-87.7% |
| Participant deferral / active EE | $2,876 | $5,716-49.7% | $5,107-43.7% | $6,507-55.8% |
| Admin fee / account holder | $199 | $15,736-98.7% | $12,068-98.4% | $12,624-98.4% |