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 6-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 | $75,806 | $95,266-20.4% | $82,389-8.0% | $142,382-46.8% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.5%-33.8pp | 80.1%-44.4pp |
| Annual return | 9.91% | 25.74%-15.8pp | 28.67%-18.8pp | 217.08%-207.2pp |
| Employer contribution / active EE | $892 | $2,991-70.2% | $2,517-64.6% | $4,299-79.2% |
| Participant deferral / active EE | $5,087 | $4,809+5.8% | $4,155+22.4% | $6,507-21.8% |
| Admin fee / account holder | $276 | $8,563-96.8% | $7,231-96.2% | $12,624-97.8% |