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 | $125,092 | $105,181+18.9% | $159,436-21.5% | $85,850+45.7% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.8%-13.9pp | 69.3%-0.3pp |
| Annual return | 12.44% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,091 | $5,945+52.9% | $7,352+23.7% | $3,952+130.1% |
| Admin fee / account holder | $281 | $6,933-95.9% | $10,799-97.4% | $6,260-95.5% |