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 | $32,452 | $54,762-40.7% | $90,281-64.1% | $72,985-55.5% |
| Participation rate | 12.8% | 65.1%-52.3pp | 73.3%-60.4pp | 69.5%-56.7pp |
| Annual return | 7.07% | 30.63%-23.6pp | 78.10%-71.0pp | 81.00%-73.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $810 | $2,887-72.0% | $3,885-79.2% | $3,607-77.6% |
| Admin fee / account holder | $126 | $3,972-96.8% | $5,351-97.6% | $5,124-97.5% |