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 | $159,131 | $159,602-0.3% | $150,045+6.1% | $142,382+11.8% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 6.43% | 70.24%-63.8pp | 62.55%-56.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,650 | $4,961-46.6% | $4,693-43.5% | $4,299-38.4% |
| Participant deferral / active EE | $4,435 | $8,310-46.6% | $7,997-44.5% | $6,507-31.8% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |