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 7-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 | $23,221 | $217,402-89.3% | $185,823-87.5% | $167,490-86.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.07% | 148.36%-145.3pp | 122.05%-119.0pp | 478.56%-475.5pp |
| Employer contribution / active EE | $5,000 | $5,873-14.9% | $5,167-3.2% | $4,837+3.4% |
| Participant deferral / active EE | $2,574 | $6,356-59.5% | $5,568-53.8% | $6,341-59.4% |
| Admin fee / account holder | $103 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |