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.
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 | $917 | $54,705-98.3% | $71,209-98.7% | $84,808-98.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 30.13% | 35.90%-5.8pp | 282.51%-252.4pp | 40.90%-10.8pp |
| Employer contribution / active EE | $668 | $2,158-69.1% | $2,721-75.5% | $2,631-74.6% |
| Participant deferral / active EE | $26 | $3,030-99.1% | $4,175-99.4% | $4,212-99.4% |
| Admin fee / account holder | $65 | $4,863-98.7% | $5,349-98.8% | $7,344-99.1% |