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 5-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 | $1,866 | $73,867-97.5% | $143,757-98.7% | $68,494-97.3% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -28.87% | 1.01%-29.9pp | -0.04%-28.8pp | -7.84%-21.0pp |
| Employer contribution / active EE | $570 | $3,184-82.1% | $4,951-88.5% | $2,596-78.1% |
| Participant deferral / active EE | $1,142 | $3,384-66.3% | $5,637-79.7% | $4,027-71.6% |
| Admin fee / account holder | $24 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |