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 | $24,670 | $57,016-56.7% | $84,966-71.0% | $80,856-69.5% |
| Participation rate | 67.9% | 56.3%+11.5pp | 67.5%+0.4pp | 67.6%+0.2pp |
| Annual return | 10.03% | 21.66%-11.6pp | 66.38%-56.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $550 | $1,798-69.4% | $2,727-79.8% | $2,755-80.0% |
| Participant deferral / active EE | $1,687 | $3,110-45.8% | $4,519-62.7% | $4,296-60.7% |
| Admin fee / account holder | $107 | $4,980-97.9% | $6,149-98.3% | $6,918-98.5% |