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 | $2,231 | $70,475-96.8% | $100,516-97.8% | $79,858-97.2% |
| Participation rate | 90.9% | 73.7%+17.3pp | 79.4%+11.5pp | 69.6%+21.3pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $464 | $2,165-78.6% | $3,418-86.4% | $2,471-81.2% |
| Participant deferral / active EE | $1,683 | $5,181-67.5% | $6,270-73.2% | $3,740-55.0% |
| Admin fee / account holder | $77 | $4,478-98.3% | $8,081-99.0% | $5,306-98.5% |