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 | $55,096 | $70,428-21.8% | $96,562-42.9% | $85,850-35.8% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 9.95% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,684 | $2,894-41.8% | $3,849-56.3% | $3,952-57.4% |
| Admin fee / account holder | $128 | $4,997-97.4% | $6,181-97.9% | $6,260-97.9% |