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 4-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 | $41,213 | $111,754-63.1% | $103,333-60.1% | $145,922-71.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 6.58% | 24.77%-18.2pp | 24.88%-18.3pp | 561.29%-554.7pp |
| Employer contribution / active EE | $2,430 | $4,212-42.3% | $3,868-37.2% | $4,660-47.8% |
| Participant deferral / active EE | $6,075 | $5,619+8.1% | $5,057+20.1% | $6,688-9.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |