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 | $96,387 | $69,515+38.7% | $86,874+11.0% | $85,850+12.3% |
| Participation rate | 51.4% | 66.3%-15.0pp | 71.6%-20.3pp | 69.3%-18.0pp |
| Annual return | 10.08% | 20.12%-10.0pp | 63.52%-53.4pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,375 | $1,880-26.9% | $2,495-44.9% | $2,565-46.4% |
| Participant deferral / active EE | $3,570 | $2,919+22.3% | $3,699-3.5% | $3,952-9.7% |
| Admin fee / account holder | $146 | $5,972-97.6% | $5,828-97.5% | $6,260-97.7% |