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 | $144,341 | $185,822-22.3% | $169,993-15.1% | $139,434+3.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 5.39% | 60.50%-55.1pp | 53.37%-48.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $4,859 | $7,590-36.0% | $6,785-28.4% | $4,751+2.3% |
| Participant deferral / active EE | $12,175 | $11,622+4.8% | $10,408+17.0% | $6,710+81.4% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |