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 | $48,605 | $106,515-54.4% | $96,683-49.7% | $139,434-65.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 7.71% | 38.43%-30.7pp | 35.69%-28.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,219 | $4,103-70.3% | $3,737-67.4% | $4,751-74.3% |
| Participant deferral / active EE | $1,652 | $5,454-69.7% | $4,878-66.1% | $6,710-75.4% |
| Admin fee / account holder | $42 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |