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 | $3,001 | $81,460-96.3% | $103,333-97.1% | $80,856-96.3% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 20.85% | 25.55%-4.7pp | 24.88%-4.0pp | 35.59%-14.7pp |
| Employer contribution / active EE | $577 | $3,105-81.4% | $3,868-85.1% | $2,755-79.1% |
| Participant deferral / active EE | $1,789 | $3,869-53.8% | $5,057-64.6% | $4,296-58.4% |
| Admin fee / account holder | $237 | $6,566-96.4% | $8,355-97.2% | $6,918-96.6% |