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 | $20,181 | $124,319-83.8% | $111,297-81.9% | $167,490-88.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.12% | 37.44%-31.3pp | 54.65%-48.5pp | 478.56%-472.4pp |
| Employer contribution / active EE | $1,979 | $3,435-42.4% | $2,731-27.5% | $4,837-59.1% |
| Participant deferral / active EE | $5,353 | $5,180+3.3% | $4,487+19.3% | $6,341-15.6% |
| Admin fee / account holder | $90 | $10,618-99.2% | $7,964-98.9% | $12,309-99.3% |