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 | $110,126 | $202,318-45.6% | $172,739-36.2% | $152,861-28.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | -1.40% | 1029.65%-1031.1pp | 802.84%-804.2pp | 345.32%-346.7pp |
| Employer contribution / active EE | $2,007 | $5,856-65.7% | $5,143-61.0% | $4,762-57.8% |
| Participant deferral / active EE | $12,333 | $5,948+107.4% | $5,198+137.3% | $5,850+110.8% |
| Admin fee / account holder | $129 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |