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 6-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 | $1,295 | $64,839-98.0% | $95,585-98.6% | $84,808-98.5% |
| Participation rate | 78.9% | 63.8%+15.1pp | 72.1%+6.9pp | 68.3%+10.6pp |
| Annual return | 16.67% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $246 | $2,965-91.7% | $4,023-93.9% | $4,212-94.2% |
| Admin fee / account holder | $190 | $5,964-96.8% | $6,127-96.9% | $7,344-97.4% |