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 | $91,119 | $180,449-49.5% | $154,107-40.9% | $135,375-32.7% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -12.90% | 888.09%-901.0pp | 735.12%-748.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,840 | $6,035-69.5% | $5,298-65.3% | $4,779-61.5% |
| Participant deferral / active EE | $4,600 | $5,806-20.8% | $5,081-9.5% | $5,609-18.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |