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 9-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 | $9,521 | $211,958-95.5% | $169,463-94.4% | $135,375-93.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.45% | 3.26%-20.7pp | 1.83%-19.3pp | 519.73%-537.2pp |
| Employer contribution / active EE | $3,237 | $5,120-36.8% | $4,159-22.2% | $4,779-32.3% |
| Participant deferral / active EE | $2,967 | $6,075-51.2% | $5,277-43.8% | $5,609-47.1% |
| Admin fee / account holder | $187 | $11,471-98.4% | $9,109-97.9% | $10,827-98.3% |