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 | $34,856 | $60,124-42.0% | $90,404-61.4% | $79,858-56.4% |
| Participation rate | 12.2% | 65.0%-52.8pp | 72.7%-60.5pp | 69.6%-57.4pp |
| Annual return | 5.57% | 71.94%-66.4pp | 1293.02%-1287.4pp | 31.71%-26.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $923 | $2,938-68.6% | $3,963-76.7% | $3,740-75.3% |
| Admin fee / account holder | $135 | $3,976-96.6% | $5,611-97.6% | $5,306-97.5% |