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 | $37,291 | $65,041-42.7% | $90,951-59.0% | $79,858-53.3% |
| Participation rate | 57.4% | 61.6%-4.2pp | 69.0%-11.6pp | 69.6%-12.2pp |
| Annual return | 7.53% | 30.45%-22.9pp | 134.60%-127.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,387 | $2,512-44.8% | $3,373-58.9% | $3,740-62.9% |
| Admin fee / account holder | $48 | $4,536-98.9% | $5,959-99.2% | $5,306-99.1% |