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 | $31,681 | $95,416-66.8% | $185,823-83.0% | $85,850-63.1% |
| Participation rate | 51.7% | 68.8%-17.0pp | 81.7%-30.0pp | 69.3%-17.6pp |
| Annual return | 4.68% | 23.59%-18.9pp | 122.05%-117.4pp | 318.53%-313.8pp |
| Employer contribution / active EE | $1,158 | $3,314-65.0% | $5,167-77.6% | $2,565-54.8% |
| Participant deferral / active EE | $1,804 | $3,423-47.3% | $5,568-67.6% | $3,952-54.4% |
| Admin fee / account holder | $7 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |