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 8-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 | $87,641 | $159,901-45.2% | $146,958-40.4% | $145,922-39.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 5.32% | 98.13%-92.8pp | 418.34%-413.0pp | 561.29%-556.0pp |
| Employer contribution / active EE | $8,671 | $5,286+64.0% | $4,933+75.8% | $4,660+86.1% |
| Participant deferral / active EE | $7,808 | $8,428-7.4% | $8,070-3.3% | $6,688+16.7% |
| Admin fee / account holder | $136 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |