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 3-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 | $1,964 | $68,719-97.1% | $91,541-97.9% | $84,808-97.7% |
| Participation rate | 91.5% | 64.5%+27.0pp | 69.8%+21.7pp | 68.3%+23.2pp |
| Annual return | 21.19% | 19.12%+2.1pp | 20.50%+0.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,420 | $3,136-54.7% | $4,008-64.6% | $4,212-66.3% |
| Admin fee / account holder | $146 | $5,786-97.5% | $6,956-97.9% | $7,344-98.0% |