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 4-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 | $1,503 | $56,357-97.3% | $104,294-98.6% | $68,494-97.8% |
| Participation rate | 90.6% | 63.3%+27.4pp | 73.3%+17.4pp | 67.9%+22.7pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $966 | $1,960-50.7% | $3,372-71.4% | $2,596-62.8% |
| Participant deferral / active EE | $966 | $3,077-68.6% | $4,625-79.1% | $4,027-76.0% |
| Admin fee / account holder | $33 | $4,903-99.3% | $7,339-99.6% | $5,403-99.4% |