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.
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 | $9,078 | $159,602-94.3% | $150,045-93.9% | $142,382-93.6% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 105.26% | 70.24%+35.0pp | 62.55%+42.7pp | 217.08%-111.8pp |
| Employer contribution / active EE | $586 | $4,961-88.2% | $4,693-87.5% | $4,299-86.4% |
| Participant deferral / active EE | $5,726 | $8,310-31.1% | $7,997-28.4% | $6,507-12.0% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |