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 | $165,527 | $74,888+121.0% | $71,209+132.5% | $142,382+16.3% |
| Participation rate | 15.4% | 76.2%-60.8pp | 73.8%-58.4pp | 80.1%-64.7pp |
| Annual return | -4.89% | 345.14%-350.0pp | 282.51%-287.4pp | 217.08%-222.0pp |
| Employer contribution / active EE | $1,062 | $2,854-62.8% | $2,721-61.0% | $4,299-75.3% |
| Participant deferral / active EE | $2,892 | $4,454-35.1% | $4,175-30.7% | $6,507-55.6% |
| Admin fee / account holder | $293 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |