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 | $187,183 | $99,918+87.3% | $81,382+130.0% | $145,922+28.3% |
| Participation rate | 27.3% | 74.2%-46.9pp | 69.5%-42.2pp | 80.3%-53.0pp |
| Annual return | 4.92% | 34.32%-29.4pp | 24.73%-19.8pp | 561.29%-556.4pp |
| Employer contribution / active EE | $551 | $2,978-81.5% | $2,463-77.6% | $4,660-88.2% |
| Participant deferral / active EE | $1,698 | $4,605-63.1% | $3,883-56.3% | $6,688-74.6% |
| Admin fee / account holder | $15 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |