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 | $979 | $54,350-98.2% | $82,719-98.8% | $68,494-98.6% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $334 | $2,218-85.0% | $3,009-88.9% | $2,596-87.2% |
| Participant deferral / active EE | $471 | $3,246-85.5% | $4,395-89.3% | $4,027-88.3% |
| Admin fee / account holder | $5 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |