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.
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 | $18,203 | $70,475-74.2% | $100,516-81.9% | $79,858-77.2% |
| Participation rate | 83.9% | 73.7%+10.2pp | 79.4%+4.5pp | 69.6%+14.2pp |
| Annual return | 21.34% | 21.90%-0.6pp | 30.89%-9.5pp | 31.71%-10.4pp |
| Employer contribution / active EE | $784 | $2,165-63.8% | $3,418-77.1% | $2,471-68.3% |
| Participant deferral / active EE | $1,908 | $5,181-63.2% | $6,270-69.6% | $3,740-49.0% |
| Admin fee / account holder | $58 | $4,478-98.7% | $8,081-99.3% | $5,306-98.9% |