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 | $46,721 | $109,413-57.3% | $156,263-70.1% | $84,808-44.9% |
| Participation rate | 38.7% | 72.7%-34.0pp | 78.9%-40.2pp | 68.3%-29.6pp |
| Annual return | 11.71% | 20.18%-8.5pp | 59.47%-47.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $983 | $2,907-66.2% | $4,333-77.3% | $2,631-62.7% |
| Participant deferral / active EE | $3,635 | $4,590-20.8% | $6,158-41.0% | $4,212-13.7% |
| Admin fee / account holder | $64 | $9,357-99.3% | $14,255-99.6% | $7,344-99.1% |