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 | $6,012 | $78,926-92.4% | $136,749-95.6% | $84,808-92.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 22.30% | 18.17%+4.1pp | 24.33%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $651 | $2,134-69.5% | $3,400-80.9% | $2,631-75.3% |
| Participant deferral / active EE | $986 | $3,168-68.9% | $4,692-79.0% | $4,212-76.6% |
| Admin fee / account holder | $92 | $6,369-98.6% | $11,386-99.2% | $7,344-98.7% |