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 | $191,267 | $106,543+79.5% | $91,220+109.7% | $134,475+42.2% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -30.80% | 160.60%-191.4pp | 114.01%-144.8pp | 417.96%-448.8pp |
| Employer contribution / active EE | $1,186 | $3,331-64.4% | $2,850-58.4% | $4,740-75.0% |
| Participant deferral / active EE | $7,700 | $4,719+63.2% | $4,234+81.9% | $6,400+20.3% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |