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 4-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 | $2,297 | $80,717-97.2% | $154,803-98.5% | $84,808-97.3% |
| Participation rate | 74.2% | 66.8%+7.4pp | 78.1%-3.8pp | 68.3%+5.9pp |
| Annual return | 20.70% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $671 | $3,303-79.7% | $5,540-87.9% | $4,212-84.1% |
| Admin fee / account holder | $234 | $6,746-96.5% | $14,329-98.4% | $7,344-96.8% |