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 | $84,949 | $112,096-24.2% | $95,952-11.5% | $158,922-46.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 6.10% | 171.09%-165.0pp | 91.61%-85.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,983 | $3,198-38.0% | $2,541-22.0% | $4,761-58.4% |
| Participant deferral / active EE | $4,144 | $4,784-13.4% | $4,167-0.6% | $5,982-30.7% |
| Admin fee / account holder | $1 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |