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 4-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.
Employer 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 | $6,535 | $71,050-90.8% | $93,606-93.0% | $80,856-91.9% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.6%+21.6pp |
| Annual return | 19.02% | 11.26%+7.8pp | 133.20%-114.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $260 | $1,564-83.4% | $2,420-89.3% | $2,755-90.6% |
| Participant deferral / active EE | $3,704 | $4,034-8.2% | $4,411-16.0% | $4,296-13.8% |
| Admin fee / account holder | $4 | $6,945-99.9% | $8,285-100.0% | $6,918-99.9% |