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 9-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 | $3,947 | $138,065-97.1% | $123,544-96.8% | $135,375-97.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -45.81% | 153.68%-199.5pp | 119.20%-165.0pp | 519.73%-565.5pp |
| Employer contribution / active EE | $1,549 | $5,151-69.9% | $4,628-66.5% | $4,779-67.6% |
| Participant deferral / active EE | $2,620 | $6,799-61.5% | $6,426-59.2% | $5,609-53.3% |
| Admin fee / account holder | $11 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |