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 | $66,980 | $88,707-24.5% | $74,183-9.7% | $273,961-75.6% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | -17.11% | 11.94%-29.1pp | 17.74%-34.8pp | 41.45%-58.6pp |
| Employer contribution / active EE | $1,429 | $3,159-54.8% | $2,370-39.7% | $4,869-70.7% |
| Participant deferral / active EE | $4,581 | $4,212+8.8% | $3,550+29.1% | $5,287-13.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |