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 10-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 | $5,616 | $74,927-92.5% | $101,794-94.5% | $84,808-93.4% |
| Participation rate | 93.0% | 61.4%+31.6pp | 69.2%+23.8pp | 68.3%+24.7pp |
| Annual return | 17.90% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,103 | $3,099-64.4% | $4,084-73.0% | $4,212-73.8% |
| Admin fee / account holder | $186 | $6,514-97.1% | $8,777-97.9% | $7,344-97.5% |