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.
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 | $4,181 | $45,863-90.9% | $77,024-94.6% | $68,494-93.9% |
| Participation rate | 87.8% | 55.9%+31.9pp | 67.9%+19.9pp | 67.9%+19.9pp |
| Annual return | -33.02% | 1.72%-34.7pp | 42.32%-75.3pp | -7.84%-25.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,632 | $2,962-11.1% | $4,426-40.5% | $4,027-34.6% |
| Admin fee / account holder | $223 | $3,041-92.7% | $5,425-95.9% | $5,403-95.9% |