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 | $129,969 | $109,817+18.4% | $98,442+32.0% | $167,490-22.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 0.78% | 1956.69%-1955.9pp | 1492.73%-1491.9pp | 478.56%-477.8pp |
| Employer contribution / active EE | $2,124 | $3,224-34.1% | $2,960-28.2% | $4,837-56.1% |
| Participant deferral / active EE | $5,192 | $4,673+11.1% | $4,276+21.4% | $6,341-18.1% |
| Admin fee / account holder | -$278 | $6,753-104.1% | $5,949-104.7% | $12,309-102.3% |