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 | $88,969 | $95,862-7.2% | $79,550+11.8% | $134,475-33.8% |
| Participation rate | 20.0% | 75.0%-55.0pp | 69.5%-49.5pp | 81.2%-61.2pp |
| Annual return | -23.15% | -2.69%-20.5pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $6,140 | $3,128+96.3% | $2,413+154.5% | $4,740+29.6% |
| Participant deferral / active EE | $7,385 | $4,693+57.4% | $3,985+85.3% | $6,400+15.4% |
| Admin fee / account holder | $173 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |