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 5-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 | $13,126 | $56,053-76.6% | $75,972-82.7% | $80,856-83.8% |
| Participation rate | 34.3% | 62.0%-27.7pp | 69.1%-34.8pp | 67.6%-33.4pp |
| Annual return | 6.79% | 20.53%-13.7pp | 359.55%-352.8pp | 35.59%-28.8pp |
| Employer contribution / active EE | $731 | $1,874-61.0% | $2,685-72.8% | $2,755-73.5% |
| Participant deferral / active EE | $1,252 | $3,052-59.0% | $4,255-70.6% | $4,296-70.8% |
| Admin fee / account holder | $244 | $5,234-95.3% | $6,467-96.2% | $6,918-96.5% |