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.
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 | $2,404 | $54,705-95.6% | $71,209-96.6% | $84,808-97.2% |
| Participation rate | 73.0% | 64.1%+8.9pp | 73.8%-0.8pp | 68.3%+4.7pp |
| Annual return | 31.11% | 35.90%-4.8pp | 282.51%-251.4pp | 40.90%-9.8pp |
| Employer contribution / active EE | $335 | $2,158-84.5% | $2,721-87.7% | $2,631-87.3% |
| Participant deferral / active EE | $513 | $3,030-83.1% | $4,175-87.7% | $4,212-87.8% |
| Admin fee / account holder | $137 | $4,863-97.2% | $5,349-97.4% | $7,344-98.1% |