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 3-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 | $6,313 | $89,753-93.0% | $107,525-94.1% | $84,808-92.6% |
| Participation rate | 71.0% | 68.1%+2.9pp | 75.1%-4.1pp | 68.3%+2.7pp |
| Annual return | 20.30% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,167 | $4,056-71.2% | $5,116-77.2% | $4,212-72.3% |
| Admin fee / account holder | $5 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |