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 | $19,355 | $138,044-86.0% | $125,339-84.6% | $134,475-85.6% |
| Participation rate | 41.2% | 84.5%-43.3pp | 82.4%-41.2pp | 81.2%-40.0pp |
| Annual return | -21.61% | 750.33%-771.9pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,395 | $7,799-43.6% | $7,446-41.0% | $6,400-31.3% |
| Admin fee / account holder | $74 | $11,571-99.4% | $10,010-99.3% | $11,426-99.3% |