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 | $38,757 | $57,281-32.3% | $86,612-55.3% | $75,163-48.4% |
| Participation rate | 24.1% | 63.2%-39.1pp | 71.7%-47.6pp | 67.2%-43.1pp |
| Annual return | 12.50% | 2670.75%-2658.2pp | 591.07%-578.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $966 | $3,318-70.9% | $4,438-78.2% | $4,125-76.6% |
| Admin fee / account holder | $73 | $4,112-98.2% | $5,614-98.7% | $5,651-98.7% |