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 | $4,757 | $64,480-92.6% | $81,382-94.2% | $80,856-94.1% |
| Participation rate | 82.8% | 63.9%+18.9pp | 69.5%+13.3pp | 67.6%+15.1pp |
| Annual return | 16.24% | 16.34%-0.1pp | 24.73%-8.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,070 | $3,094-65.4% | $3,883-72.4% | $4,296-75.1% |
| Admin fee / account holder | $184 | $5,671-96.8% | $5,768-96.8% | $6,918-97.3% |