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 | $18,412 | $57,354-67.9% | $83,848-78.0% | $64,186-71.3% |
| Participation rate | 44.9% | 68.6%-23.7pp | 76.1%-31.3pp | 69.6%-24.7pp |
| Annual return | -10.85% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $927 | $2,545-63.6% | $3,631-74.5% | $2,381-61.0% |
| Participant deferral / active EE | $1,490 | $2,993-50.2% | $4,082-63.5% | $3,470-57.1% |
| Admin fee / account holder | $129 | $4,046-96.8% | $5,478-97.6% | $4,888-97.4% |