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 | $46,912 | $27,915+68.0% | $58,482-19.8% | $75,163-37.6% |
| Participation rate | 44.0% | 38.8%+5.2pp | 50.9%-6.9pp | 67.2%-23.2pp |
| Annual return | 8.36% | 44.20%-35.8pp | 4239.32%-4231.0pp | 160.62%-152.3pp |
| Employer contribution / active EE | $802 | $669+19.8% | $1,053-23.9% | $2,670-70.0% |
| Participant deferral / active EE | $1,138 | $1,201-5.2% | $1,924-40.8% | $4,125-72.4% |
| Admin fee / account holder | $21 | $1,726-98.8% | $2,516-99.2% | $5,651-99.6% |