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 | $209,163 | $176,056+18.8% | $159,436+31.2% | $167,490+24.9% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 5.20% | 331.75%-326.5pp | 263.57%-258.4pp | 478.56%-473.4pp |
| Employer contribution / active EE | $5,336 | $5,297+0.7% | $4,829+10.5% | $4,837+10.3% |
| Participant deferral / active EE | $6,419 | $7,750-17.2% | $7,352-12.7% | $6,341+1.2% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |