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 | $4,904 | $97,757-95.0% | $83,848-94.2% | $135,375-96.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.44% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $625 | $4,222-85.2% | $3,631-82.8% | $4,779-86.9% |
| Participant deferral / active EE | $1,206 | $4,682-74.2% | $4,082-70.4% | $5,609-78.5% |
| Admin fee / account holder | $177 | $6,674-97.3% | $5,478-96.8% | $10,827-98.4% |