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 10-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 | $79,871 | $78,672+1.5% | $109,143-26.8% | $85,850-7.0% |
| Participation rate | 46.2% | 68.3%-22.1pp | 75.9%-29.7pp | 69.3%-23.2pp |
| Annual return | 10.20% | 25.09%-14.9pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,038 | $2,735-62.0% | $3,722-72.1% | $2,565-59.5% |
| Participant deferral / active EE | $3,622 | $3,467+4.5% | $4,653-22.1% | $3,952-8.3% |
| Admin fee / account holder | $215 | $5,469-96.1% | $6,752-96.8% | $6,260-96.6% |