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 | $105,808 | $72,012+46.9% | $185,823-43.1% | $79,858+32.5% |
| Participation rate | 19.0% | 65.8%-46.7pp | 78.0%-59.0pp | 69.6%-50.6pp |
| Annual return | 3.14% | 23.12%-20.0pp | 35.95%-32.8pp | 31.71%-28.6pp |
| Employer contribution / active EE | $927 | $1,965-52.8% | $4,087-77.3% | $2,471-62.5% |
| Participant deferral / active EE | $2,845 | $3,779-24.7% | $5,632-49.5% | $3,740-23.9% |
| Admin fee / account holder | $50 | $4,513-98.9% | $9,500-99.5% | $5,306-99.1% |