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 6-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 | $16,550 | $110,094-85.0% | $151,611-89.1% | $68,494-75.8% |
| Participation rate | 79.5% | 84.0%-4.4pp | 87.5%-8.0pp | 67.9%+11.6pp |
| Annual return | 19.53% | -10.12%+29.7pp | 3.33%+16.2pp | -7.84%+27.4pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,790 | $6,527+34.7% | $8,363+5.1% | $4,027+118.3% |
| Admin fee / account holder | $193 | $7,719-97.5% | $11,616-98.3% | $5,403-96.4% |