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 | $212,924 | $169,032+26.0% | $129,207+64.8% | $145,922+45.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 6.25% | 14330.11%-14323.9pp | 9417.33%-9411.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $414 | $5,537-92.5% | $4,153-90.0% | $4,660-91.1% |
| Participant deferral / active EE | $1,035 | $4,987-79.2% | $4,168-75.2% | $6,688-84.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |