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 | $18,128 | $87,733-79.3% | $106,548-83.0% | $85,850-78.9% |
| Participation rate | 92.3% | 71.9%+20.4pp | 76.1%+16.2pp | 69.3%+23.0pp |
| Annual return | -7.16% | 21.86%-29.0pp | 26.80%-34.0pp | 318.53%-325.7pp |
| Employer contribution / active EE | $790 | $2,073-61.9% | $2,819-72.0% | $2,565-69.2% |
| Participant deferral / active EE | $1,595 | $3,469-54.0% | $4,398-63.7% | $3,952-59.6% |
| Admin fee / account holder | $110 | $6,767-98.4% | $7,407-98.5% | $6,260-98.2% |