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 | $2,525 | $40,256-93.7% | $57,343-95.6% | $59,632-95.8% |
| Participation rate | 94.6% | 69.2%+25.4pp | 75.1%+19.5pp | 68.7%+25.9pp |
| Annual return | 5.81% | 27.49%-21.7pp | 24.39%-18.6pp | 2041.28%-2035.5pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,126 | $2,399-53.1% | $3,162-64.4% | $3,192-64.7% |
| Admin fee / account holder | $252 | $2,818-91.1% | $3,356-92.5% | $4,297-94.1% |