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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,477 | $84,487-95.9% | $125,339-97.2% | $66,914-94.8% |
| Participation rate | 96.8% | 76.4%+20.4pp | 82.4%+14.4pp | 69.8%+27.0pp |
| Annual return | -18.11% | -8.39%-9.7pp | 572.05%-590.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,191 | $3,553-66.5% | $4,814-75.3% | $2,544-53.2% |
| Participant deferral / active EE | $1,436 | $6,781-78.8% | $7,446-80.7% | $4,237-66.1% |
| Admin fee / account holder | $33 | $685-95.1% | $10,010-99.7% | $593-94.4% |