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 | $128,068 | $99,985+28.1% | $146,665-12.7% | $85,850+49.2% |
| Participation rate | 18.2% | 73.1%-54.9pp | 80.1%-61.9pp | 69.3%-51.1pp |
| Annual return | 10.16% | 18.93%-8.8pp | 22.74%-12.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $962 | $2,559-62.4% | $4,136-76.7% | $2,565-62.5% |
| Participant deferral / active EE | $2,526 | $4,006-37.0% | $5,506-54.1% | $3,952-36.1% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |