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 | $249,405 | $104,907+137.7% | $84,611+194.8% | $152,861+63.2% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 4.44% | 373.79%-369.3pp | 258.74%-254.3pp | 345.32%-340.9pp |
| Employer contribution / active EE | $3,198 | $3,302-3.1% | $2,652+20.6% | $4,762-32.9% |
| Participant deferral / active EE | $7,839 | $4,688+67.2% | $3,899+101.1% | $5,850+34.0% |
| Admin fee / account holder | $6 | $6,241-99.9% | $4,912-99.9% | $11,596-99.9% |