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 4-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 | $1,328 | $169,032-99.2% | $129,207-99.0% | $145,922-99.1% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 12.70% | 14330.11%-14317.4pp | 9417.33%-9404.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $174 | $5,537-96.9% | $4,153-95.8% | $4,660-96.3% |
| Participant deferral / active EE | $350 | $4,987-93.0% | $4,168-91.6% | $6,688-94.8% |
| Admin fee / account holder | $62 | $9,954-99.4% | $7,715-99.2% | $13,397-99.5% |