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 4-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 | $13,220 | $77,503-82.9% | $100,391-86.8% | $80,856-83.7% |
| Participation rate | 86.4% | 76.9%+9.5pp | 81.5%+5.0pp | 67.6%+18.8pp |
| Annual return | 17.79% | 37.20%-19.4pp | 49.20%-31.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,117 | $6,820+4.4% | $8,082-11.9% | $4,296+65.7% |
| Admin fee / account holder | $298 | $5,897-94.9% | $7,899-96.2% | $6,918-95.7% |