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 | $1,562 | $24,730-93.7% | $66,042-97.6% | $84,808-98.2% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 68.3%+6.7pp |
| Annual return | 24.05% | 79.55%-55.5pp | 52.11%-28.1pp | 40.90%-16.9pp |
| Employer contribution / active EE | $185 | $857-78.4% | $1,579-88.3% | $2,631-93.0% |
| Participant deferral / active EE | $841 | $1,737-51.6% | $2,835-70.4% | $4,212-80.0% |
| Admin fee / account holder | $138 | $3,014-95.4% | $5,747-97.6% | $7,344-98.1% |