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 | $18,068 | $97,757-81.5% | $83,848-78.5% | $135,375-86.7% |
| Participation rate | 47.8% | 80.0%-32.1pp | 76.1%-28.3pp | 82.6%-34.8pp |
| Annual return | -14.48% | 1287.37%-1301.8pp | 850.88%-865.4pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,337 | $4,222-68.3% | $3,631-63.2% | $4,779-72.0% |
| Participant deferral / active EE | $1,719 | $4,682-63.3% | $4,082-57.9% | $5,609-69.4% |
| Admin fee / account holder | $203 | $6,674-97.0% | $5,478-96.3% | $10,827-98.1% |