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 | $65,995 | $177,572-62.8% | $154,803-57.4% | $142,382-53.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 6.08% | 65.07%-59.0pp | 58.88%-52.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $3,327 | $4,810-30.8% | $4,305-22.7% | $4,299-22.6% |
| Participant deferral / active EE | $4,041 | $6,272-35.6% | $5,540-27.1% | $6,507-37.9% |
| Admin fee / account holder | $176 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |