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 | $219,742 | $107,452+104.5% | $91,541+140.0% | $142,382+54.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.8%-14.2pp | 80.1%-24.6pp |
| Annual return | 8.26% | 22.06%-13.8pp | 20.50%-12.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $999 | $2,994-66.6% | $2,505-60.1% | $4,299-76.8% |
| Participant deferral / active EE | $5,866 | $4,754+23.4% | $4,008+46.4% | $6,507-9.8% |
| Admin fee / account holder | $201 | $8,834-97.7% | $6,956-97.1% | $12,624-98.4% |