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 9-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 | $215,117 | $177,572+21.1% | $154,803+39.0% | $142,382+51.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | -4.21% | 65.07%-69.3pp | 58.88%-63.1pp | 217.08%-221.3pp |
| Employer contribution / active EE | $1,414 | $4,810-70.6% | $4,305-67.2% | $4,299-67.1% |
| Participant deferral / active EE | $8,587 | $6,272+36.9% | $5,540+55.0% | $6,507+32.0% |
| Admin fee / account holder | $13 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |