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 | $12,867 | $87,540-85.3% | $75,781-83.0% | $125,391-89.7% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -6.03% | 13.48%-19.5pp | 9.68%-15.7pp | 282.22%-288.3pp |
| Employer contribution / active EE | $1,201 | $3,930-69.4% | $3,323-63.9% | $4,866-75.3% |
| Participant deferral / active EE | $2,134 | $4,229-49.5% | $3,651-41.6% | $5,352-60.1% |
| Admin fee / account holder | $252 | $6,502-96.1% | $5,299-95.3% | $9,540-97.4% |