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 5-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 | $113,534 | $27,915+306.7% | $58,482+94.1% | $75,163+51.0% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | -1.32% | 44.20%-45.5pp | 4239.32%-4240.6pp | 160.62%-161.9pp |
| Employer contribution / active EE | $739 | $669+10.5% | $1,053-29.8% | $2,670-72.3% |
| Participant deferral / active EE | $1,990 | $1,201+65.6% | $1,924+3.4% | $4,125-51.8% |
| Admin fee / account holder | $280 | $1,726-83.8% | $2,516-88.9% | $5,651-95.0% |