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 4-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 | $6,382 | $92,703-93.1% | $82,719-92.3% | $134,475-95.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -23.17% | 944.92%-968.1pp | 701.18%-724.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $800 | $3,274-75.6% | $3,009-73.4% | $4,740-83.1% |
| Participant deferral / active EE | $2,164 | $4,802-54.9% | $4,395-50.8% | $6,400-66.2% |
| Admin fee / account holder | $21 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |