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 4-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 | $12,423 | $138,044-91.0% | $125,339-90.1% | $134,475-90.8% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -25.31% | 750.33%-775.6pp | 572.05%-597.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,823 | $5,243-65.2% | $4,814-62.1% | $4,740-61.5% |
| Participant deferral / active EE | $6,963 | $7,799-10.7% | $7,446-6.5% | $6,400+8.8% |
| Admin fee / account holder | $170 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |