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 | $2,131 | $53,516-96.0% | $126,539-98.3% | $84,808-97.5% |
| Participation rate | 70.4% | 58.2%+12.1pp | 69.8%+0.6pp | 68.3%+2.1pp |
| Annual return | 21.93% | 58.34%-36.4pp | 425.95%-404.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $308 | $1,535-80.0% | $3,674-91.6% | $2,631-88.3% |
| Participant deferral / active EE | $323 | $2,671-87.9% | $4,083-92.1% | $4,212-92.3% |
| Admin fee / account holder | $5 | $4,497-99.9% | $6,065-99.9% | $7,344-99.9% |