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 9-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 | $0 | $94,338-100.0% | $100,534-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 80.6%-80.6pp | 80.1%-80.1pp |
| Annual return | 11.41% | 29.20%-17.8pp | 32.66%-21.3pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,624 | $4,237-14.5% | $4,346-16.6% | $4,299-15.7% |
| Participant deferral / active EE | $8,264 | $5,934+39.3% | $6,144+34.5% | $6,507+27.0% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |