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 7-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 | $57,881 | $106,584-45.7% | $101,326-42.9% | $142,382-59.3% |
| Participation rate | 57.9% | 82.7%-24.8pp | 81.5%-23.6pp | 80.1%-22.2pp |
| Annual return | 10.93% | 36.93%-26.0pp | 36.82%-25.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,320 | $3,956-41.3% | $3,665-36.7% | $4,299-46.0% |
| Participant deferral / active EE | $6,349 | $8,297-23.5% | $7,994-20.6% | $6,507-2.4% |
| Admin fee / account holder | $209 | $11,446-98.2% | $11,185-98.1% | $12,624-98.3% |