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.
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 | $2,660 | $51,175-94.8% | $70,515-96.2% | $75,163-96.5% |
| Participation rate | 82.5% | 60.9%+21.6pp | 68.3%+14.2pp | 67.2%+15.3pp |
| Annual return | 60.62% | 30.02%+30.6pp | 32.77%+27.9pp | 160.62%-100.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,142 | $2,849-24.8% | $4,567-53.1% | $4,125-48.1% |
| Admin fee / account holder | $266 | $4,091-93.5% | $6,412-95.8% | $5,651-95.3% |