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 | $176,159 | $135,635+29.9% | $110,238+59.8% | $135,375+30.1% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -9.46% | 513.19%-522.6pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $5,502 | $4,906+12.1% | $3,826+43.8% | $4,779+15.1% |
| Participant deferral / active EE | $6,181 | $5,506+12.2% | $4,672+32.3% | $5,609+10.2% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |