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 | $15,058 | $109,881-86.3% | $150,045-90.0% | $84,808-82.2% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.1pp | 68.3%+2.0pp |
| Annual return | 20.69% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,230 | $3,561-65.5% | $4,693-73.8% | $2,631-53.2% |
| Participant deferral / active EE | $2,287 | $6,636-65.5% | $7,997-71.4% | $4,212-45.7% |
| Admin fee / account holder | $76 | $8,568-99.1% | $13,435-99.4% | $7,344-99.0% |