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 | $191,142 | $217,402-12.1% | $185,823+2.9% | $167,490+14.1% |
| Participation rate | 54.5% | 86.0%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | -4.39% | 148.36%-152.7pp | 122.05%-126.4pp | 478.56%-482.9pp |
| Employer contribution / active EE | $1,796 | $5,873-69.4% | $5,167-65.2% | $4,837-62.9% |
| Participant deferral / active EE | $4,856 | $6,356-23.6% | $5,568-12.8% | $6,341-23.4% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |