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 | $18,561 | $214,378-91.3% | $200,582-90.7% | $142,382-87.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 25.43% | 46.41%-21.0pp | 42.33%-16.9pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,907 | $6,841-57.5% | $6,419-54.7% | $4,299-32.4% |
| Participant deferral / active EE | $2,907 | $9,865-70.5% | $9,331-68.8% | $6,507-55.3% |
| Admin fee / account holder | $210 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |