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 | $130,314 | $78,422+66.2% | $95,952+35.8% | $79,858+63.2% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 9.67% | 19.37%-9.7pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,658 | $3,440-22.7% | $4,167-36.2% | $3,740-28.9% |
| Admin fee / account holder | $13 | $5,622-99.8% | $6,795-99.8% | $5,306-99.8% |