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 6-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 | $23,541 | $214,378-89.0% | $200,582-88.3% | $142,382-83.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 18.22% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $859 | $6,841-87.4% | $6,419-86.6% | $4,299-80.0% |
| Participant deferral / active EE | $3,853 | $9,865-60.9% | $9,331-58.7% | $6,507-40.8% |
| Admin fee / account holder | $256 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |