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 6-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 | $9,640 | $95,803-89.9% | $113,168-91.5% | $84,808-88.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.94% | 25.00%-6.1pp | 24.27%-5.3pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,864 | $2,360-21.0% | $2,975-37.3% | $2,631-29.1% |
| Participant deferral / active EE | $1,401 | $4,242-67.0% | $5,107-72.6% | $4,212-66.7% |
| Admin fee / account holder | $282 | $8,989-96.9% | $12,068-97.7% | $7,344-96.2% |