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 | $95,421 | $70,669+35.0% | $169,368-43.7% | $75,163+27.0% |
| Participation rate | 26.9% | 64.8%-37.9pp | 77.1%-50.2pp | 67.2%-40.3pp |
| Annual return | 9.65% | 36.36%-26.7pp | 405.60%-395.9pp | 160.62%-151.0pp |
| Employer contribution / active EE | $551 | $2,211-75.1% | $4,013-86.3% | $2,670-79.3% |
| Participant deferral / active EE | $1,854 | $4,311-57.0% | $6,221-70.2% | $4,125-55.0% |
| Admin fee / account holder | $7 | $5,402-99.9% | $9,003-99.9% | $5,651-99.9% |