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 5-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 | $5,373 | $138,044-96.1% | $125,339-95.7% | $134,475-96.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -49.00% | 750.33%-799.3pp | 572.05%-621.0pp | 417.96%-467.0pp |
| Employer contribution / active EE | $2,836 | $5,243-45.9% | $4,814-41.1% | $4,740-40.2% |
| Participant deferral / active EE | $3,883 | $7,799-50.2% | $7,446-47.9% | $6,400-39.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |