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 | $63,728 | $48,046+32.6% | $84,611-24.7% | $72,985-12.7% |
| Participation rate | 43.6% | 57.6%-14.0pp | 68.2%-24.6pp | 69.5%-25.9pp |
| Annual return | 14.67% | 37.38%-22.7pp | 258.74%-244.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,872 | $1,602+16.8% | $2,652-29.4% | $2,440-23.3% |
| Participant deferral / active EE | $2,836 | $2,680+5.8% | $3,899-27.3% | $3,607-21.4% |
| Admin fee / account holder | $4 | $3,395-99.9% | $4,912-99.9% | $5,124-99.9% |