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 | $34,411 | $31,310+9.9% | $53,898-36.2% | $74,304-53.7% |
| Participation rate | 18.3% | 30.7%-12.4pp | 55.0%-36.7pp | 60.3%-42.1pp |
| Annual return | 13.48% | 23.16%-9.7pp | 528.60%-515.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $68 | $450-84.9% | $932-92.7% | $2,241-97.0% |
| Participant deferral / active EE | $298 | $934-68.1% | $1,826-83.7% | $3,767-92.1% |
| Admin fee / account holder | $28 | $2,175-98.7% | $2,491-98.9% | $2,969-99.1% |