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 5-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 | $28,879 | $142,344-79.7% | $119,609-75.9% | $134,475-78.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -27.85% | -12.44%-15.4pp | -14.97%-12.9pp | 417.96%-445.8pp |
| Employer contribution / active EE | $4,970 | $5,222-4.8% | $4,232+17.4% | $4,740+4.9% |
| Participant deferral / active EE | $9,044 | $6,469+39.8% | $5,602+61.4% | $6,400+41.3% |
| Admin fee / account holder | $88 | $13,584-99.3% | $10,323-99.1% | $11,426-99.2% |