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 | $81,234 | $65,395+24.2% | $182,532-55.5% | $72,985+11.3% |
| Participation rate | 19.5% | 65.4%-45.9pp | 78.0%-58.5pp | 69.5%-50.0pp |
| Annual return | 3.09% | 27.68%-24.6pp | 148.54%-145.4pp | 81.00%-77.9pp |
| Employer contribution / active EE | $892 | $1,911-53.3% | $4,076-78.1% | $2,440-63.4% |
| Participant deferral / active EE | $2,760 | $3,563-22.5% | $5,524-50.0% | $3,607-23.5% |
| Admin fee / account holder | $50 | $4,245-98.8% | $8,592-99.4% | $5,124-99.0% |