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.
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 | $14,639 | $158,817-90.8% | $121,196-87.9% | $135,375-89.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -13.03% | -0.64%-12.4pp | 16.93%-30.0pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,612 | $5,665-71.5% | $4,022-59.9% | $4,779-66.3% |
| Participant deferral / active EE | $3,452 | $4,005-13.8% | $3,344+3.2% | $5,609-38.4% |
| Admin fee / account holder | $147 | $6,512-97.8% | $5,019-97.1% | $10,827-98.6% |