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 9-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 | $55,907 | $109,881-49.1% | $150,045-62.7% | $84,808-34.1% |
| Participation rate | 63.0% | 76.1%-13.1pp | 82.3%-19.4pp | 68.3%-5.3pp |
| Annual return | 12.81% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,213 | $3,561-37.9% | $4,693-52.8% | $2,631-15.9% |
| Participant deferral / active EE | $4,669 | $6,636-29.6% | $7,997-41.6% | $4,212+10.9% |
| Admin fee / account holder | $190 | $8,568-97.8% | $13,435-98.6% | $7,344-97.4% |