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 | $43,848 | $53,127-17.5% | $86,590-49.4% | $70,131-37.5% |
| Participation rate | 63.9% | 65.3%-1.4pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 12.19% | 27.66%-15.5pp | 964.84%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,481 | $2,068-28.4% | $2,839-47.9% | $2,342-36.8% |
| Participant deferral / active EE | $3,742 | $2,696+38.8% | $3,609+3.7% | $3,332+12.3% |
| Admin fee / account holder | $199 | $3,585-94.5% | $4,906-96.0% | $4,645-95.7% |