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 | $135,385 | $102,604+31.9% | $86,188+57.1% | $139,434-2.9% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | -0.08% | 1922.51%-1922.6pp | 1168.45%-1168.5pp | 372.94%-373.0pp |
| Employer contribution / active EE | $1,051 | $3,032-65.4% | $2,380-55.9% | $4,751-77.9% |
| Participant deferral / active EE | $2,683 | $4,676-42.6% | $3,985-32.7% | $6,710-60.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |