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 | $72,198 | $138,065-47.7% | $123,544-41.6% | $135,375-46.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -14.10% | 153.68%-167.8pp | 119.20%-133.3pp | 519.73%-533.8pp |
| Employer contribution / active EE | $8,504 | $5,151+65.1% | $4,628+83.8% | $4,779+77.9% |
| Participant deferral / active EE | $7,804 | $6,799+14.8% | $6,426+21.4% | $5,609+39.1% |
| Admin fee / account holder | $60 | $10,916-99.5% | $9,284-99.4% | $10,827-99.4% |