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 3-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 | $847 | $81,248-99.0% | $155,509-99.5% | $80,856-99.0% |
| Participation rate | 82.9% | 66.2%+16.6pp | 78.2%+4.7pp | 67.6%+15.2pp |
| Annual return | 49.21% | 33.31%+15.9pp | 64.67%-15.5pp | 35.59%+13.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $680 | $3,452-80.3% | $5,626-87.9% | $4,296-84.2% |
| Admin fee / account holder | $13 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |