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 | $11,125 | $214,378-94.8% | $200,582-94.5% | $142,382-92.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 33.16% | 46.41%-13.2pp | 42.33%-9.2pp | 217.08%-183.9pp |
| Employer contribution / active EE | $1,820 | $6,841-73.4% | $6,419-71.6% | $4,299-57.7% |
| Participant deferral / active EE | $1,965 | $9,865-80.1% | $9,331-78.9% | $6,507-69.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |