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 8-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 | $92,018 | $159,602-42.3% | $150,045-38.7% | $142,382-35.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 0.62% | 70.24%-69.6pp | 62.55%-61.9pp | 217.08%-216.5pp |
| Employer contribution / active EE | $1,562 | $4,961-68.5% | $4,693-66.7% | $4,299-63.7% |
| Participant deferral / active EE | $7,057 | $8,310-15.1% | $7,997-11.8% | $6,507+8.4% |
| Admin fee / account holder | $113 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |