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 | $206,982 | $106,584+94.2% | $101,326+104.3% | $142,382+45.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 11.56% | 36.93%-25.4pp | 36.82%-25.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,122 | $3,956-71.6% | $3,665-69.4% | $4,299-73.9% |
| Participant deferral / active EE | $2,624 | $8,297-68.4% | $7,994-67.2% | $6,507-59.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |