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 8-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 | $12,985 | $112,096-88.4% | $95,952-86.5% | $158,922-91.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 25.75% | 171.09%-145.3pp | 91.61%-65.9pp | 302.83%-277.1pp |
| Employer contribution / active EE | $498 | $3,198-84.4% | $2,541-80.4% | $4,761-89.5% |
| Participant deferral / active EE | $4,135 | $4,784-13.6% | $4,167-0.8% | $5,982-30.9% |
| Admin fee / account holder | $39 | $10,130-99.6% | $6,795-99.4% | $11,246-99.7% |