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 | $46,249 | $58,208-20.5% | $81,812-43.5% | $80,856-42.8% |
| Participation rate | 24.1% | 63.4%-39.3pp | 72.3%-48.2pp | 67.6%-43.5pp |
| Annual return | 10.48% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $946 | $3,281-71.2% | $4,319-78.1% | $4,296-78.0% |
| Admin fee / account holder | $90 | $4,981-98.2% | $7,386-98.8% | $6,918-98.7% |