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 | $115,497 | $105,931+9.0% | $81,930+41.0% | $158,922-27.3% |
| Participation rate | 31.6% | 75.6%-44.0pp | 72.0%-40.4pp | 82.0%-50.4pp |
| Annual return | 0.44% | 38.17%-37.7pp | 29.49%-29.1pp | 302.83%-302.4pp |
| Employer contribution / active EE | $1,281 | $7,800-83.6% | $4,310-70.3% | $4,761-73.1% |
| Participant deferral / active EE | $7,658 | $13,003-41.1% | $7,107+7.8% | $5,982+28.0% |
| Admin fee / account holder | $290 | $8,489-96.6% | $5,158-94.4% | $11,246-97.4% |