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 | $171,089 | $106,890+60.1% | $84,015+103.6% | $152,861+11.9% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 2.60% | 104.99%-102.4pp | 71.31%-68.7pp | 345.32%-342.7pp |
| Employer contribution / active EE | $1,774 | $2,734-35.1% | $1,983-10.6% | $4,762-62.8% |
| Participant deferral / active EE | $5,290 | $4,011+31.9% | $3,239+63.3% | $5,850-9.6% |
| Admin fee / account holder | $49 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |