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 9-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 | $65,299 | $228,332-71.4% | $185,823-64.9% | $158,922-58.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | -3.00% | 40.80%-43.8pp | 35.95%-39.0pp | 302.83%-305.8pp |
| Employer contribution / active EE | $3,370 | $4,967-32.2% | $4,087-17.6% | $4,761-29.2% |
| Participant deferral / active EE | $13,329 | $6,415+107.8% | $5,632+136.7% | $5,982+122.8% |
| Admin fee / account holder | $50 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |