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 | $6,471 | $59,805-89.2% | $79,550-91.9% | $68,494-90.6% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.5%+23.6pp | 67.9%+25.2pp |
| Annual return | -25.73% | -12.30%-13.4pp | 0.16%-25.9pp | -7.84%-17.9pp |
| Employer contribution / active EE | $1,697 | $1,505+12.7% | $2,413-29.7% | $2,596-34.6% |
| Participant deferral / active EE | $2,644 | $3,024-12.6% | $3,985-33.7% | $4,027-34.3% |
| Admin fee / account holder | $112 | $4,835-97.7% | $6,832-98.4% | $5,403-97.9% |