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 | $6,032 | $27,641-78.2% | $61,373-90.2% | $68,494-91.2% |
| Participation rate | 17.6% | 39.5%-21.8pp | 52.6%-34.9pp | 67.9%-50.2pp |
| Annual return | -23.65% | -13.24%-10.4pp | 338.61%-362.3pp | -7.84%-15.8pp |
| Employer contribution / active EE | $183 | $695-73.7% | $1,159-84.2% | $2,596-92.9% |
| Participant deferral / active EE | $366 | $1,263-71.0% | $2,125-82.8% | $4,027-90.9% |
| Admin fee / account holder | $161 | $2,010-92.0% | $2,130-92.4% | $5,403-97.0% |