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 | $148,893 | $159,602-6.7% | $150,045-0.8% | $142,382+4.6% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 10.52% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,278 | $4,961-74.2% | $4,693-72.8% | $4,299-70.3% |
| Participant deferral / active EE | $4,430 | $8,310-46.7% | $7,997-44.6% | $6,507-31.9% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |