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 9-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 | $9,997 | $162,781-93.9% | $133,956-92.5% | $158,922-93.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.28% | 41.94%-11.7pp | 45.09%-14.8pp | 302.83%-272.5pp |
| Employer contribution / active EE | $558 | $4,975-88.8% | $3,919-85.8% | $4,761-88.3% |
| Participant deferral / active EE | $2,893 | $5,911-51.1% | $5,048-42.7% | $5,982-51.6% |
| Admin fee / account holder | $32 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |