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 | $173,499 | $107,452+61.5% | $91,541+89.5% | $142,382+21.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 5.83% | 22.06%-16.2pp | 20.50%-14.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,394 | $2,994-53.4% | $2,505-44.3% | $4,299-67.6% |
| Participant deferral / active EE | $6,409 | $4,754+34.8% | $4,008+59.9% | $6,507-1.5% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |