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.
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 | $11,642 | $95,803-87.8% | $113,168-89.7% | $84,808-86.3% |
| Participation rate | 85.4% | 72.9%+12.5pp | 76.6%+8.8pp | 68.3%+17.1pp |
| Annual return | 18.70% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $305 | $2,360-87.1% | $2,975-89.7% | $2,631-88.4% |
| Participant deferral / active EE | $2,992 | $4,242-29.5% | $5,107-41.4% | $4,212-29.0% |
| Admin fee / account holder | $293 | $8,989-96.7% | $12,068-97.6% | $7,344-96.0% |