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 | $99,096 | $67,606+46.6% | $82,313+20.4% | $70,131+41.3% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 11.58% | 21.57%-10.0pp | 25.88%-14.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $874 | $1,755-50.2% | $2,428-64.0% | $2,342-62.7% |
| Participant deferral / active EE | $2,261 | $2,987-24.3% | $3,706-39.0% | $3,332-32.1% |
| Admin fee / account holder | $51 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |