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 | $60,427 | $150,440-59.8% | $136,294-55.7% | $147,584-59.1% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 2.70% | 1049.08%-1046.4pp | 5155.94%-5153.2pp | 578.55%-575.8pp |
| Employer contribution / active EE | $1,075 | $5,256-79.5% | $4,695-77.1% | $4,876-77.9% |
| Participant deferral / active EE | $5,730 | $6,630-13.6% | $6,247-8.3% | $5,439+5.4% |
| Admin fee / account holder | $41 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |