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 6-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 | $23,966 | $54,229-55.8% | $70,092-65.8% | $68,494-65.0% |
| Participation rate | 45.9% | 64.5%-18.5pp | 70.5%-24.5pp | 67.9%-21.9pp |
| Annual return | -20.42% | -13.87%-6.6pp | 190.73%-211.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,707 | $2,018-15.4% | $2,559-33.3% | $2,596-34.2% |
| Participant deferral / active EE | $2,825 | $2,956-4.4% | $3,849-26.6% | $4,027-29.9% |
| Admin fee / account holder | $282 | $4,694-94.0% | $6,267-95.5% | $5,403-94.8% |