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 | $1,289 | $52,279-97.5% | $89,391-98.6% | $79,858-98.4% |
| Participation rate | 89.6% | 57.5%+32.0pp | 68.0%+21.6pp | 69.6%+20.0pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $451 | $1,572-71.3% | $2,586-82.6% | $2,471-81.8% |
| Participant deferral / active EE | $672 | $2,740-75.5% | $3,890-82.7% | $3,740-82.0% |
| Admin fee / account holder | $11 | $3,356-99.7% | $4,881-99.8% | $5,306-99.8% |