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 | $37,968 | $60,124-36.8% | $90,404-58.0% | $79,858-52.5% |
| Participation rate | 41.9% | 65.0%-23.0pp | 72.7%-30.7pp | 69.6%-27.7pp |
| Annual return | 7.57% | 71.94%-64.4pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $215 | $2,068-89.6% | $3,262-93.4% | $2,471-91.3% |
| Participant deferral / active EE | $1,535 | $2,938-47.8% | $3,963-61.3% | $3,740-59.0% |
| Admin fee / account holder | $192 | $3,976-95.2% | $5,611-96.6% | $5,306-96.4% |