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 | $182,010 | $109,413+66.4% | $156,263+16.5% | $84,808+114.6% |
| Participation rate | 30.4% | 72.7%-42.3pp | 78.9%-48.6pp | 68.3%-38.0pp |
| Annual return | 7.73% | 20.18%-12.5pp | 59.47%-51.7pp | 40.90%-33.2pp |
| Employer contribution / active EE | $2,044 | $2,907-29.7% | $4,333-52.8% | $2,631-22.3% |
| Participant deferral / active EE | $2,131 | $4,590-53.6% | $6,158-65.4% | $4,212-49.4% |
| Admin fee / account holder | $186 | $9,357-98.0% | $14,255-98.7% | $7,344-97.5% |