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.
Annual investment return 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 | $1,792 | $25,014-92.8% | $69,647-97.4% | $80,856-97.8% |
| Participation rate | 88.9% | 64.2%+24.6pp | 66.5%+22.4pp | 67.6%+21.3pp |
| Annual return | -3.14% | 19.07%-22.2pp | 100.48%-103.6pp | 35.59%-38.7pp |
| Employer contribution / active EE | $745 | $993-24.9% | $1,712-56.5% | $2,755-72.9% |
| Participant deferral / active EE | $1,302 | $1,839-29.2% | $2,886-54.9% | $4,296-69.7% |
| Admin fee / account holder | $290 | $2,488-88.4% | $4,713-93.9% | $6,918-95.8% |