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.
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 | $10,409 | $177,572-94.1% | $154,803-93.3% | $142,382-92.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.30% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $975 | $4,810-79.7% | $4,305-77.4% | $4,299-77.3% |
| Participant deferral / active EE | $1,672 | $6,272-73.3% | $5,540-69.8% | $6,507-74.3% |
| Admin fee / account holder | $77 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |