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 6-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 | $152,431 | $89,753+69.8% | $107,525+41.8% | $84,808+79.7% |
| Participation rate | 34.1% | 68.1%-33.9pp | 75.1%-40.9pp | 68.3%-34.2pp |
| Annual return | 11.35% | 29.48%-18.1pp | 181.32%-170.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,273 | $3,113-27.0% | $3,754-39.4% | $2,631-13.6% |
| Participant deferral / active EE | $4,191 | $4,056+3.3% | $5,116-18.1% | $4,212-0.5% |
| Admin fee / account holder | $129 | $7,222-98.2% | $8,919-98.5% | $7,344-98.2% |