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 9-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 | $213,509 | $100,773+111.9% | $88,946+140.0% | $142,382+50.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 9.06% | 70.18%-61.1pp | 57.82%-48.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,165 | $2,918-25.8% | $2,555-15.2% | $4,299-49.6% |
| Participant deferral / active EE | $2,165 | $5,230-58.6% | $4,581-52.7% | $6,507-66.7% |
| Admin fee / account holder | $60 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |