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 8-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 | $57,440 | $127,777-55.0% | $106,548-46.1% | $167,490-65.7% |
| Participation rate | 52.9% | 78.3%-25.3pp | 76.1%-23.2pp | 82.1%-29.2pp |
| Annual return | 8.41% | 33.87%-25.5pp | 26.80%-18.4pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,296 | $3,427-62.2% | $2,819-54.0% | $4,837-73.2% |
| Participant deferral / active EE | $4,337 | $5,087-14.7% | $4,398-1.4% | $6,341-31.6% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |