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 | $18,737 | $176,056-89.4% | $159,436-88.2% | $167,490-88.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 4.06% | 331.75%-327.7pp | 263.57%-259.5pp | 478.56%-474.5pp |
| Employer contribution / active EE | $3,926 | $5,297-25.9% | $4,829-18.7% | $4,837-18.8% |
| Participant deferral / active EE | $6,183 | $7,750-20.2% | $7,352-15.9% | $6,341-2.5% |
| Admin fee / account holder | $16 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |