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.
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 | $11,500 | $176,056-93.5% | $159,436-92.8% | $167,490-93.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.92% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $849 | $5,297-84.0% | $4,829-82.4% | $4,837-82.4% |
| Participant deferral / active EE | $5,021 | $7,750-35.2% | $7,352-31.7% | $6,341-20.8% |
| Admin fee / account holder | $47 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |