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 | $87,781 | $45,035+94.9% | $62,995+39.3% | $70,131+25.2% |
| Participation rate | 64.6% | 69.5%-4.9pp | 74.8%-10.2pp | 69.5%-5.0pp |
| Annual return | 2.42% | 18.76%-16.3pp | 87.57%-85.1pp | 73.14%-70.7pp |
| Employer contribution / active EE | $552 | $2,051-73.1% | $2,759-80.0% | $2,342-76.4% |
| Participant deferral / active EE | $772 | $2,465-68.7% | $3,329-76.8% | $3,332-76.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |