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 4-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 | $7,964 | $163,101-95.1% | $136,749-94.2% | $142,382-94.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 27.54%-8.7pp | 24.33%-5.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $7 | $4,117-99.8% | $3,400-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $2,181 | $5,585-61.0% | $4,692-53.5% | $6,507-66.5% |
| Admin fee / account holder | $161 | $14,318-98.9% | $11,386-98.6% | $12,624-98.7% |