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 | $197,949 | $107,452+84.2% | $91,541+116.2% | $142,382+39.0% |
| Participation rate | 22.2% | 75.1%-52.9pp | 69.8%-47.6pp | 80.1%-57.9pp |
| Annual return | 2.48% | 22.06%-19.6pp | 20.50%-18.0pp | 217.08%-214.6pp |
| Employer contribution / active EE | $578 | $2,994-80.7% | $2,505-76.9% | $4,299-86.5% |
| Participant deferral / active EE | $2,141 | $4,754-55.0% | $4,008-46.6% | $6,507-67.1% |
| Admin fee / account holder | $80 | $8,834-99.1% | $6,956-98.8% | $12,624-99.4% |