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 | $192,596 | $99,918+92.8% | $81,382+136.7% | $145,922+32.0% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.5%-11.6pp | 80.3%-22.4pp |
| Annual return | 7.39% | 34.32%-26.9pp | 24.73%-17.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,876 | $2,978-37.0% | $2,463-23.8% | $4,660-59.7% |
| Participant deferral / active EE | $9,366 | $4,605+103.4% | $3,883+141.2% | $6,688+40.0% |
| Admin fee / account holder | $184 | $8,212-97.8% | $5,768-96.8% | $13,397-98.6% |