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 10-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 | $10,560 | $158,817-93.4% | $121,196-91.3% | $135,375-92.2% |
| Participation rate | 72.2% | 79.3%-7.1pp | 71.7%+0.5pp | 82.6%-10.4pp |
| Annual return | -11.40% | -0.64%-10.8pp | 16.93%-28.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $737 | $5,665-87.0% | $4,022-81.7% | $4,779-84.6% |
| Participant deferral / active EE | $1,660 | $4,005-58.6% | $3,344-50.4% | $5,609-70.4% |
| Admin fee / account holder | $224 | $6,512-96.6% | $5,019-95.5% | $10,827-97.9% |