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 9-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 | $11,713 | $69,518-83.2% | $59,878-80.4% | $135,375-91.3% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.7%-49.7pp | 82.6%-57.6pp |
| Annual return | -15.13% | 7.94%-23.1pp | 3.46%-18.6pp | 519.73%-534.9pp |
| Employer contribution / active EE | $444 | $3,235-86.3% | $2,722-83.7% | $4,779-90.7% |
| Participant deferral / active EE | $1,109 | $4,206-73.6% | $3,402-67.4% | $5,609-80.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |