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 | $59,689 | $57,281+4.2% | $86,612-31.1% | $75,163-20.6% |
| Participation rate | 18.4% | 63.2%-44.8pp | 71.7%-53.3pp | 67.2%-48.8pp |
| Annual return | 7.07% | 2670.75%-2663.7pp | 591.07%-584.0pp | 160.62%-153.5pp |
| Employer contribution / active EE | $666 | $2,314-71.2% | $3,022-78.0% | $2,670-75.0% |
| Participant deferral / active EE | $2,039 | $3,318-38.6% | $4,438-54.1% | $4,125-50.6% |
| Admin fee / account holder | $238 | $4,112-94.2% | $5,614-95.8% | $5,651-95.8% |