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 | $9,597 | $159,602-94.0% | $150,045-93.6% | $142,382-93.3% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 24.04% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,454 | $4,961-70.7% | $4,693-69.0% | $4,299-66.2% |
| Participant deferral / active EE | $1,486 | $8,310-82.1% | $7,997-81.4% | $6,507-77.2% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |