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 | $184,033 | $114,381+60.9% | $107,525+71.2% | $142,382+29.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 7.56% | 242.71%-235.1pp | 181.32%-173.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,504 | $4,015-37.6% | $3,754-33.3% | $4,299-41.8% |
| Participant deferral / active EE | $7,358 | $5,564+32.2% | $5,116+43.8% | $6,507+13.1% |
| Admin fee / account holder | $139 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |