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 | $210,014 | $107,334+95.7% | $92,893+126.1% | $152,861+37.4% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.4%-20.5pp |
| Annual return | -0.65% | 145.58%-146.2pp | 109.41%-110.1pp | 345.32%-346.0pp |
| Employer contribution / active EE | $1,557 | $4,221-63.1% | $3,653-57.4% | $4,762-67.3% |
| Participant deferral / active EE | $3,768 | $4,845-22.2% | $4,236-11.1% | $5,850-35.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |