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.
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 | $10,839 | $101,283-89.3% | $75,826-85.7% | $135,375-92.0% |
| Participation rate | 61.1% | 72.7%-11.6pp | 68.2%-7.1pp | 82.6%-21.5pp |
| Annual return | -12.12% | 3384.62%-3396.7pp | 1914.15%-1926.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $916 | $2,382-61.5% | $1,913-52.1% | $4,779-80.8% |
| Participant deferral / active EE | $1,704 | $3,469-50.9% | $2,862-40.5% | $5,609-69.6% |
| Admin fee / account holder | $10 | $6,539-99.9% | $4,726-99.8% | $10,827-99.9% |