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 7-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.
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 | $18,462 | $117,841-84.3% | $102,423-82.0% | $145,922-87.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 4.81% | 31.65%-26.8pp | 29.32%-24.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,022 | $3,615-71.7% | $3,023-66.2% | $4,660-78.1% |
| Participant deferral / active EE | $2,031 | $5,731-64.6% | $5,053-59.8% | $6,688-69.6% |
| Admin fee / account holder | $125 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |