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 | $226,202 | $110,261+105.2% | $95,745+136.3% | $139,434+62.2% |
| Participation rate | 36.4% | 75.8%-39.4pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | -1.72% | 27.11%-28.8pp | 28.35%-30.1pp | 372.94%-374.7pp |
| Employer contribution / active EE | $1,031 | $3,257-68.4% | $2,835-63.6% | $4,751-78.3% |
| Participant deferral / active EE | $1,761 | $4,676-62.3% | $4,245-58.5% | $6,710-73.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |