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.
Participant 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 | $11,264 | $49,177-77.1% | $79,464-85.8% | $64,186-82.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.22% | -1.16%+7.4pp | 718.14%-711.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,107 | $2,076-46.7% | $2,800-60.5% | $2,381-53.5% |
| Participant deferral / active EE | $638 | $2,821-77.4% | $3,704-82.8% | $3,470-81.6% |
| Admin fee / account holder | $274 | $3,839-92.9% | $5,113-94.6% | $4,888-94.4% |