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 8-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 | $38,884 | $99,877-61.1% | $84,966-54.2% | $145,922-73.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.10% | 83.76%-75.7pp | 66.38%-58.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,857 | $3,231-11.6% | $2,727+4.7% | $4,660-38.7% |
| Participant deferral / active EE | $32,818 | $5,291+520.3% | $4,519+626.2% | $6,688+390.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |