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 | $6,557 | $100,754-93.5% | $86,677-92.4% | $134,475-95.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -59.88% | 29.04%-88.9pp | 35.91%-95.8pp | 417.96%-477.8pp |
| Employer contribution / active EE | $1,724 | $3,489-50.6% | $2,836-39.2% | $4,740-63.6% |
| Participant deferral / active EE | $3,044 | $5,338-43.0% | $4,656-34.6% | $6,400-52.4% |
| Admin fee / account holder | $13 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |