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 | $7,856 | $64,707-87.9% | $112,228-93.0% | $68,494-88.5% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -19.98% | -11.40%-8.6pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,471 | $2,746-46.4% | $3,635-59.5% | $2,596-43.4% |
| Participant deferral / active EE | $2,350 | $3,565-34.1% | $4,728-50.3% | $4,027-41.6% |
| Admin fee / account holder | $244 | $5,232-95.3% | $6,410-96.2% | $5,403-95.5% |