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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $290,873-100.0% | $290,873-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 44.0%-44.0pp |
| Annual return | 1.43% | 6.78%-5.3pp | 7.18%-5.7pp | 13.05%-11.6pp |
| Employer contribution / active EE | $0 | $39,559-100.0% | $35,855-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $30,864-100.0% |