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 5-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 | $69,361 | $210,648-67.1% | $177,989-61.0% | $145,922-52.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 4.16% | 385.86%-381.7pp | 294.48%-290.3pp | 561.29%-557.1pp |
| Employer contribution / active EE | $710 | $4,565-84.5% | $3,949-82.0% | $4,660-84.8% |
| Participant deferral / active EE | $15,333 | $6,958+120.4% | $6,276+144.3% | $6,688+129.3% |
| Admin fee / account holder | $264 | $12,013-97.8% | $10,363-97.5% | $13,397-98.0% |