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.
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 | $6,136 | $210,648-97.1% | $177,989-96.6% | $145,922-95.8% |
| Participation rate | 89.5% | 80.8%+8.7pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 17.43% | 385.86%-368.4pp | 294.48%-277.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $549 | $4,565-88.0% | $3,949-86.1% | $4,660-88.2% |
| Participant deferral / active EE | $2,970 | $6,958-57.3% | $6,276-52.7% | $6,688-55.6% |
| Admin fee / account holder | $150 | $12,013-98.7% | $10,363-98.6% | $13,397-98.9% |