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 9-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 | $15,753 | $115,770-86.4% | $101,248-84.4% | $158,922-90.1% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 18.09% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $865 | $4,175-79.3% | $3,660-76.4% | $4,761-81.8% |
| Participant deferral / active EE | $1,212 | $4,957-75.6% | $4,370-72.3% | $5,982-79.7% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |