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.
Employer 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 | $23,604 | $167,484-85.9% | $151,611-84.4% | $134,475-82.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -2.46% | 7.80%-10.3pp | 3.33%-5.8pp | 417.96%-420.4pp |
| Employer contribution / active EE | $1,249 | $6,829-81.7% | $6,166-79.8% | $4,740-73.7% |
| Participant deferral / active EE | $3,451 | $8,986-61.6% | $8,363-58.7% | $6,400-46.1% |
| Admin fee / account holder | $64 | $13,783-99.5% | $11,616-99.5% | $11,426-99.4% |