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 | $199,621 | $159,602+25.1% | $150,045+33.0% | $142,382+40.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 10.38% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,266 | $4,961-54.3% | $4,693-51.7% | $4,299-47.3% |
| Participant deferral / active EE | $5,355 | $8,310-35.6% | $7,997-33.0% | $6,507-17.7% |
| Admin fee / account holder | $88 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |