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 6-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 | $25,161 | $27,641-9.0% | $61,373-59.0% | $68,494-63.3% |
| Participation rate | 7.7% | 39.5%-31.8pp | 52.6%-44.9pp | 67.9%-60.2pp |
| Annual return | -28.32% | -13.24%-15.1pp | 338.61%-366.9pp | -7.84%-20.5pp |
| Employer contribution / active EE | $143 | $695-79.5% | $1,159-87.7% | $2,596-94.5% |
| Participant deferral / active EE | $886 | $1,263-29.8% | $2,125-58.3% | $4,027-78.0% |
| Admin fee / account holder | $99 | $2,010-95.1% | $2,130-95.4% | $5,403-98.2% |