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 7-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 | $52,070 | $109,327-52.4% | $89,391-41.8% | $158,922-67.2% |
| Participation rate | 31.8% | 74.3%-42.4pp | 68.0%-36.2pp | 82.0%-50.1pp |
| Annual return | 1.15% | 345.68%-344.5pp | 245.62%-244.5pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,428 | $3,170-55.0% | $2,586-44.8% | $4,761-70.0% |
| Participant deferral / active EE | $3,514 | $4,598-23.6% | $3,890-9.7% | $5,982-41.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |