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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,363 | $82,286-92.3% | $68,791-90.8% | $134,475-95.3% |
| Participation rate | 53.3% | 75.1%-21.7pp | 69.0%-15.7pp | 81.2%-27.9pp |
| Annual return | -36.55% | -2.19%-34.4pp | -6.38%-30.2pp | 417.96%-454.5pp |
| Employer contribution / active EE | $670 | $3,301-79.7% | $2,655-74.8% | $4,740-85.9% |
| Participant deferral / active EE | $2,307 | $4,739-51.3% | $3,941-41.5% | $6,400-64.0% |
| Admin fee / account holder | $33 | $6,481-99.5% | $4,932-99.3% | $11,426-99.7% |