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 | $110,221 | $114,381-3.6% | $107,525+2.5% | $142,382-22.6% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 4.15% | 242.71%-238.6pp | 181.32%-177.2pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,237 | $4,015-69.2% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $2,336 | $5,564-58.0% | $5,116-54.3% | $6,507-64.1% |
| Admin fee / account holder | $285 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |