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 | $146,124 | $115,770+26.2% | $101,248+44.3% | $158,922-8.1% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 0.20% | 56.14%-55.9pp | 46.47%-46.3pp | 302.83%-302.6pp |
| Employer contribution / active EE | $3,040 | $4,175-27.2% | $3,660-16.9% | $4,761-36.1% |
| Participant deferral / active EE | $7,167 | $4,957+44.6% | $4,370+64.0% | $5,982+19.8% |
| Admin fee / account holder | $211 | $7,245-97.1% | $5,945-96.5% | $11,246-98.1% |