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 | $87,833 | $27,915+214.6% | $58,482+50.2% | $75,163+16.9% |
| Participation rate | 6.6% | 38.8%-32.3pp | 50.9%-44.3pp | 67.2%-60.6pp |
| Annual return | 5.00% | 44.20%-39.2pp | 4239.32%-4234.3pp | 160.62%-155.6pp |
| Employer contribution / active EE | $130 | $669-80.6% | $1,053-87.7% | $2,670-95.1% |
| Participant deferral / active EE | $959 | $1,201-20.2% | $1,924-50.1% | $4,125-76.7% |
| Admin fee / account holder | $282 | $1,726-83.7% | $2,516-88.8% | $5,651-95.0% |