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.
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 | $3,478 | $74,927-95.4% | $101,794-96.6% | $84,808-95.9% |
| Participation rate | 78.1% | 61.4%+16.7pp | 69.2%+8.9pp | 68.3%+9.8pp |
| Annual return | 22.08% | 18.70%+3.4pp | 30.53%-8.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,131 | $3,099-63.5% | $4,084-72.3% | $4,212-73.1% |
| Admin fee / account holder | $231 | $6,514-96.5% | $8,777-97.4% | $7,344-96.9% |