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 | $171,954 | $70,428+144.2% | $96,562+78.1% | $85,850+100.3% |
| Participation rate | 11.1% | 61.8%-50.7pp | 69.8%-58.7pp | 69.3%-58.2pp |
| Annual return | 6.77% | 18.59%-11.8pp | 37.78%-31.0pp | 318.53%-311.8pp |
| Employer contribution / active EE | $476 | $1,413-66.3% | $2,356-79.8% | $2,565-81.4% |
| Participant deferral / active EE | $1,701 | $2,894-41.2% | $3,849-55.8% | $3,952-56.9% |
| Admin fee / account holder | $192 | $4,997-96.2% | $6,181-96.9% | $6,260-96.9% |