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 | $566 | $51,197-98.9% | $82,719-99.3% | $66,914-99.2% |
| Participation rate | 74.1% | 67.8%+6.3pp | 72.6%+1.6pp | 69.8%+4.3pp |
| Annual return | 0.00% | -9.64%+9.6pp | 701.18%-701.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $579 | $3,458-83.2% | $4,395-86.8% | $4,237-86.3% |
| Admin fee / account holder | $24 | $416-94.2% | $5,329-99.5% | $593-95.9% |