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 | $57,112 | $64,839-11.9% | $95,585-40.2% | $84,808-32.7% |
| Participation rate | 29.6% | 63.8%-34.2pp | 72.1%-42.4pp | 68.3%-38.7pp |
| Annual return | 12.37% | -670.96%+683.3pp | 38.56%-26.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $428 | $1,759-75.7% | $2,527-83.1% | $2,631-83.7% |
| Participant deferral / active EE | $984 | $2,965-66.8% | $4,023-75.5% | $4,212-76.6% |
| Admin fee / account holder | $136 | $5,964-97.7% | $6,127-97.8% | $7,344-98.2% |