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 10-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 | $9,715 | $45,073-78.4% | $69,455-86.0% | $72,985-86.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 25.09% | 22.65%+2.4pp | 28.97%-3.9pp | 81.00%-55.9pp |
| Employer contribution / active EE | $202 | $2,054-90.2% | $2,779-92.7% | $2,440-91.7% |
| Participant deferral / active EE | $2,378 | $2,602-8.6% | $3,535-32.7% | $3,607-34.1% |
| Admin fee / account holder | $233 | $3,056-92.4% | $3,839-93.9% | $5,124-95.5% |