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 | $133,692 | $67,606+97.8% | $82,313+62.4% | $70,131+90.6% |
| Participation rate | 19.4% | 72.8%-53.4pp | 76.9%-57.5pp | 69.5%-50.2pp |
| Annual return | -11.86% | 21.57%-33.4pp | 25.88%-37.7pp | 73.14%-85.0pp |
| Employer contribution / active EE | $781 | $1,755-55.5% | $2,428-67.8% | $2,342-66.7% |
| Participant deferral / active EE | $2,369 | $2,987-20.7% | $3,706-36.1% | $3,332-28.9% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |