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 | $9,457 | $101,724-90.7% | $164,813-94.3% | $80,856-88.3% |
| Participation rate | 84.3% | 71.8%+12.5pp | 78.6%+5.7pp | 67.6%+16.7pp |
| Annual return | 40.59% | 16.72%+23.9pp | 69.93%-29.3pp | 35.59%+5.0pp |
| Employer contribution / active EE | $693 | $2,953-76.5% | $4,341-84.0% | $2,755-74.8% |
| Participant deferral / active EE | $3,223 | $4,477-28.0% | $6,031-46.6% | $4,296-25.0% |
| Admin fee / account holder | $289 | $8,227-96.5% | $12,690-97.7% | $6,918-95.8% |