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 7-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 | $88,111 | $209,411-57.9% | $178,490-50.6% | $158,922-44.6% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 6.21% | 188.75%-182.5pp | 151.07%-144.9pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,768 | $5,706-69.0% | $5,011-64.7% | $4,761-62.9% |
| Participant deferral / active EE | $4,208 | $5,954-29.3% | $5,202-19.1% | $5,982-29.7% |
| Admin fee / account holder | $138 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |