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 | $161,261 | $95,561+68.8% | $77,163+109.0% | $139,434+15.7% |
| Participation rate | 57.9% | 73.9%-16.1pp | 69.6%-11.7pp | 80.3%-22.4pp |
| Annual return | 3.43% | 54.92%-51.5pp | 37.87%-34.4pp | 372.94%-369.5pp |
| Employer contribution / active EE | $1,770 | $3,147-43.8% | $2,535-30.2% | $4,751-62.7% |
| Participant deferral / active EE | $9,375 | $4,624+102.8% | $3,833+144.6% | $6,710+39.7% |
| Admin fee / account holder | $241 | $8,295-97.1% | $5,472-95.6% | $11,403-97.9% |