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 | $112,712 | $72,400+55.7% | $67,502+67.0% | $145,922-22.8% |
| Participation rate | 44.4% | 76.9%-32.4pp | 72.9%-28.4pp | 80.3%-35.8pp |
| Annual return | 6.18% | 7182.46%-7176.3pp | 3512.12%-3505.9pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,827 | $3,069-40.5% | $2,731-33.1% | $4,660-60.8% |
| Participant deferral / active EE | $4,343 | $4,783-9.2% | $4,000+8.6% | $6,688-35.1% |
| Admin fee / account holder | $125 | $5,539-97.7% | $3,998-96.9% | $13,397-99.1% |