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 10-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 | $2,545 | $67,411-96.2% | $91,001-97.2% | $70,131-96.4% |
| Participation rate | 71.4% | 71.4%+0.1pp | 75.6%-4.2pp | 69.5%+1.9pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $300 | $1,786-83.2% | $2,456-87.8% | $2,342-87.2% |
| Participant deferral / active EE | $1,491 | $2,823-47.2% | $3,547-58.0% | $3,332-55.2% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |