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 | $44,667 | $144,119-69.0% | $117,854-62.1% | $147,584-69.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 8.17% | 531.15%-523.0pp | 335.08%-326.9pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,974 | $4,896-59.7% | $3,786-47.9% | $4,876-59.5% |
| Participant deferral / active EE | $3,324 | $5,316-37.5% | $4,482-25.8% | $5,439-38.9% |
| Admin fee / account holder | $290 | $10,886-97.3% | $8,020-96.4% | $10,885-97.3% |