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 8-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 | $16,853 | $99,877-83.1% | $84,966-80.2% | $145,922-88.5% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 7.31% | 83.76%-76.5pp | 66.38%-59.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $453 | $3,231-86.0% | $2,727-83.4% | $4,660-90.3% |
| Participant deferral / active EE | $1,133 | $5,291-78.6% | $4,519-74.9% | $6,688-83.1% |
| Admin fee / account holder | $108 | $7,248-98.5% | $6,149-98.3% | $13,397-99.2% |