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 3-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 | $25,913 | $189,613-86.3% | $167,512-84.5% | $142,382-81.8% |
| Participation rate | 53.8% | 80.1%-26.3pp | 77.1%-23.2pp | 80.1%-26.3pp |
| Annual return | 9.86% | 2024.68%-2014.8pp | 1615.79%-1605.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,312 | $4,349-46.8% | $3,882-40.4% | $4,299-46.2% |
| Participant deferral / active EE | $4,219 | $6,981-39.6% | $6,405-34.1% | $6,507-35.2% |
| Admin fee / account holder | $252 | $10,528-97.6% | $9,769-97.4% | $12,624-98.0% |