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 | $70,367 | $99,652-29.4% | $78,778-10.7% | $147,584-52.3% |
| Participation rate | 46.2% | 76.2%-30.1pp | 69.2%-23.0pp | 82.8%-36.7pp |
| Annual return | 1.29% | 47.28%-46.0pp | 35.62%-34.3pp | 578.55%-577.3pp |
| Employer contribution / active EE | $305 | $2,796-89.1% | $1,986-84.6% | $4,876-93.7% |
| Participant deferral / active EE | $812 | $3,664-77.8% | $2,958-72.6% | $5,439-85.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |