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 | $1,820 | $25,014-92.7% | $69,647-97.4% | $80,856-97.7% |
| Participation rate | 87.5% | 64.2%+23.3pp | 66.5%+21.0pp | 67.6%+19.9pp |
| Annual return | 14.10% | 19.07%-5.0pp | 100.48%-86.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $251 | $993-74.7% | $1,712-85.3% | $2,755-90.9% |
| Participant deferral / active EE | $908 | $1,839-50.6% | $2,886-68.6% | $4,296-78.9% |
| Admin fee / account holder | $273 | $2,488-89.0% | $4,713-94.2% | $6,918-96.0% |