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 | $11,398 | $173,345-93.4% | $136,007-91.6% | $145,922-92.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1163.32%-1149.7pp | 579.32%-565.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,277 | $5,278-75.8% | $4,217-69.7% | $4,660-72.6% |
| Participant deferral / active EE | $1,802 | $8,699-79.3% | $7,025-74.4% | $6,688-73.1% |
| Admin fee / account holder | $43 | $9,954-99.6% | $6,858-99.4% | $13,397-99.7% |