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.
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 | $4,528 | $94,752-95.2% | $112,887-96.0% | $139,434-96.8% |
| Participation rate | 92.9% | 81.3%+11.6pp | 80.5%+12.4pp | 80.3%+12.5pp |
| Annual return | 0.00% | 40.88%-40.9pp | 34.10%-34.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $323 | $4,625-93.0% | $4,563-92.9% | $4,751-93.2% |
| Participant deferral / active EE | $3,565 | $6,512-45.3% | $6,513-45.3% | $6,710-46.9% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |