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 | $120,739 | $96,305+25.4% | $80,569+49.9% | $139,434-13.4% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.7pp |
| Annual return | 6.66% | 1350.08%-1343.4pp | 935.43%-928.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,331 | $3,262-28.5% | $2,723-14.4% | $4,751-50.9% |
| Participant deferral / active EE | $3,768 | $5,232-28.0% | $4,447-15.3% | $6,710-43.8% |
| Admin fee / account holder | $21 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |