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 6-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 | $1,160 | $63,764-98.2% | $81,930-98.6% | $79,858-98.5% |
| Participation rate | 94.0% | 67.5%+26.5pp | 72.0%+22.1pp | 69.6%+24.4pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $124 | $1,795-93.1% | $4,310-97.1% | $2,471-95.0% |
| Participant deferral / active EE | $1,082 | $2,780-61.1% | $7,107-84.8% | $3,740-71.1% |
| Admin fee / account holder | $5 | $4,426-99.9% | $5,158-99.9% | $5,306-99.9% |