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 | $116,963 | $148,534-21.3% | $135,903-13.9% | $139,434-16.1% |
| Participation rate | 64.7% | 83.9%-19.1pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 9.20% | 79.19%-70.0pp | 68.23%-59.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $2,630 | $5,243-49.8% | $4,856-45.8% | $4,751-44.6% |
| Participant deferral / active EE | $11,812 | $8,100+45.8% | $7,758+52.3% | $6,710+76.0% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.9% |