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 7-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 | $12,713 | $46,674-72.8% | $117,472-89.2% | $68,494-81.4% |
| Participation rate | 68.4% | 56.8%+11.6pp | 70.6%-2.2pp | 67.9%+0.5pp |
| Annual return | -22.93% | -14.52%-8.4pp | 29.74%-52.7pp | -7.84%-15.1pp |
| Employer contribution / active EE | $2,279 | $1,505+51.5% | $4,176-45.4% | $2,596-12.2% |
| Participant deferral / active EE | $2,609 | $2,636-1.0% | $4,070-35.9% | $4,027-35.2% |
| Admin fee / account holder | $15 | $4,020-99.6% | $5,645-99.7% | $5,403-99.7% |