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 | $40,404 | $48,795-17.2% | $65,493-38.3% | $84,808-52.4% |
| Participation rate | 14.3% | 67.0%-52.7pp | 73.1%-58.8pp | 68.3%-54.0pp |
| Annual return | 6.58% | 20.20%-13.6pp | 982.45%-975.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,039 | $2,928-64.5% | $3,961-73.8% | $4,212-75.3% |
| Admin fee / account holder | $250 | $3,877-93.6% | $5,028-95.0% | $7,344-96.6% |