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 5-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 | $1,445 | $65,561-97.8% | $86,188-98.3% | $75,163-98.1% |
| Participation rate | 74.5% | 60.5%+14.0pp | 69.0%+5.5pp | 67.2%+7.3pp |
| Annual return | 47.56% | 46.05%+1.5pp | 1168.45%-1120.9pp | 160.62%-113.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $378 | $3,024-87.5% | $3,985-90.5% | $4,125-90.8% |
| Admin fee / account holder | $172 | $5,474-96.9% | $6,852-97.5% | $5,651-97.0% |