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 10-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 | $7,364 | $89,355-91.8% | $141,162-94.8% | $72,985-89.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 30.20% | 111.85%-81.6pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,538 | $3,114-50.6% | $4,735-67.5% | $2,440-37.0% |
| Participant deferral / active EE | $2,091 | $5,418-61.4% | $6,709-68.8% | $3,607-42.0% |
| Admin fee / account holder | $159 | $5,958-97.3% | $10,261-98.5% | $5,124-96.9% |