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.
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 | $544 | $65,409-99.2% | $98,442-99.4% | $85,850-99.4% |
| Participation rate | 83.8% | 65.0%+18.8pp | 73.3%+10.4pp | 69.3%+14.5pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $201 | $2,168-90.7% | $2,960-93.2% | $2,565-92.2% |
| Participant deferral / active EE | $299 | $3,166-90.6% | $4,276-93.0% | $3,952-92.4% |
| Admin fee / account holder | $1 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |