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 | $102,110 | $95,971+6.4% | $74,550+37.0% | $135,375-24.6% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -11.22% | 56.96%-68.2pp | 32.53%-43.7pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,845 | $2,716+41.6% | $1,961+96.1% | $4,779-19.5% |
| Participant deferral / active EE | $7,400 | $3,843+92.5% | $3,108+138.1% | $5,609+31.9% |
| Admin fee / account holder | $109 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |