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 | $91,903 | $98,750-6.9% | $149,696-38.6% | $79,858+15.1% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.5%-31.0pp | 69.6%-18.1pp |
| Annual return | 2.66% | 27.43%-24.8pp | 276.60%-273.9pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,112 | $3,216-65.4% | $4,644-76.1% | $2,471-55.0% |
| Participant deferral / active EE | $3,134 | $5,680-44.8% | $6,842-54.2% | $3,740-16.2% |
| Admin fee / account holder | $165 | $6,053-97.3% | $9,309-98.2% | $5,306-96.9% |