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.
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 | $4,722 | $100,326-95.3% | $180,183-97.4% | $84,808-94.4% |
| Participation rate | 89.7% | 71.0%+18.7pp | 77.4%+12.3pp | 68.3%+21.4pp |
| Annual return | 118.96% | 17.86%+101.1pp | 27.86%+91.1pp | 40.90%+78.1pp |
| Employer contribution / active EE | $252 | $3,269-92.3% | $5,039-95.0% | $2,631-90.4% |
| Participant deferral / active EE | $3,480 | $5,066-31.3% | $6,822-49.0% | $4,212-17.4% |
| Admin fee / account holder | $177 | $9,674-98.2% | $19,975-99.1% | $7,344-97.6% |