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 | $65,801 | $82,664-20.4% | $125,339-47.5% | $68,494-3.9% |
| Participation rate | 37.1% | 75.0%-37.9pp | 82.4%-45.2pp | 67.9%-30.7pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,147 | $3,381-36.5% | $4,814-55.4% | $2,596-17.3% |
| Participant deferral / active EE | $4,029 | $6,110-34.1% | $7,446-45.9% | $4,0270% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |