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 | $74,639 | $105,859-29.5% | $90,160-17.2% | $147,584-49.4% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 2.34% | 37.63%-35.3pp | 34.88%-32.5pp | 578.55%-576.2pp |
| Employer contribution / active EE | $595 | $4,126-85.6% | $3,318-82.1% | $4,876-87.8% |
| Participant deferral / active EE | $2,973 | $5,733-48.1% | $5,288-43.8% | $5,439-45.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |