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.
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 | $3,629 | $53,516-93.2% | $126,539-97.1% | $84,808-95.7% |
| Participation rate | 72.1% | 58.2%+13.8pp | 69.8%+2.3pp | 68.3%+3.8pp |
| Annual return | 24.20% | 58.34%-34.1pp | 425.95%-401.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $365 | $1,535-76.2% | $3,674-90.1% | $2,631-86.1% |
| Participant deferral / active EE | $424 | $2,671-84.1% | $4,083-89.6% | $4,212-89.9% |
| Admin fee / account holder | $168 | $4,497-96.3% | $6,065-97.2% | $7,344-97.7% |