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 7-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 | $5,339 | $59,805-91.1% | $79,550-93.3% | $68,494-92.2% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -26.00% | -12.30%-13.7pp | 0.16%-26.2pp | -7.84%-18.2pp |
| Employer contribution / active EE | $1,713 | $1,505+13.8% | $2,413-29.0% | $2,596-34.0% |
| Participant deferral / active EE | $3,166 | $3,024+4.7% | $3,985-20.6% | $4,027-21.4% |
| Admin fee / account holder | $77 | $4,835-98.4% | $6,832-98.9% | $5,403-98.6% |