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 | $7,597 | $127,065-94.0% | $113,168-93.3% | $142,382-94.7% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 28.73% | 24.03%+4.7pp | 24.27%+4.5pp | 217.08%-188.3pp |
| Employer contribution / active EE | $499 | $3,442-85.5% | $2,975-83.2% | $4,299-88.4% |
| Participant deferral / active EE | $1,874 | $5,716-67.2% | $5,107-63.3% | $6,507-71.2% |
| Admin fee / account holder | $2 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |