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 | $178,878 | $121,625+47.1% | $104,607+71.0% | $158,922+12.6% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 0.79% | 465.26%-464.5pp | 340.46%-339.7pp | 302.83%-302.0pp |
| Employer contribution / active EE | $2,564 | $3,163-18.9% | $2,681-4.3% | $4,761-46.1% |
| Participant deferral / active EE | $5,180 | $4,177+24.0% | $3,740+38.5% | $5,982-13.4% |
| Admin fee / account holder | $173 | $7,787-97.8% | $6,473-97.3% | $11,246-98.5% |