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 | $64,388 | $54,705+17.7% | $71,209-9.6% | $84,808-24.1% |
| Participation rate | 48.1% | 64.1%-15.9pp | 73.8%-25.6pp | 68.3%-20.2pp |
| Annual return | 12.92% | 35.90%-23.0pp | 282.51%-269.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,526 | $2,158-29.3% | $2,721-43.9% | $2,631-42.0% |
| Participant deferral / active EE | $3,471 | $3,030+14.5% | $4,175-16.9% | $4,212-17.6% |
| Admin fee / account holder | $1 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |