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 8-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 | $24,630 | $97,044-74.6% | $83,333-70.4% | $135,375-81.8% |
| Participation rate | 21.4% | 80.4%-59.0pp | 77.8%-56.3pp | 82.6%-61.2pp |
| Annual return | -10.75% | 12.31%-23.1pp | 10.63%-21.4pp | 519.73%-530.5pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,979 | $5,964-66.8% | $5,565-64.4% | $5,609-64.7% |
| Admin fee / account holder | $120 | $8,380-98.6% | $7,510-98.4% | $10,827-98.9% |