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 | $60,626 | $165,335-63.3% | $149,696-59.5% | $158,922-61.9% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.8pp |
| Annual return | 4.24% | 348.15%-343.9pp | 276.60%-272.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,454 | $5,103-71.5% | $4,644-68.7% | $4,761-69.5% |
| Participant deferral / active EE | $2,907 | $7,181-59.5% | $6,842-57.5% | $5,982-51.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |