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 | $8,851 | $129,942-93.2% | $104,294-91.5% | $134,475-93.4% |
| Participation rate | 88.2% | 79.5%+8.7pp | 73.3%+15.0pp | 81.2%+7.0pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,795 | $5,588+39.5% | $4,625+68.5% | $6,400+21.8% |
| Admin fee / account holder | $8 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |