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 | $132,633 | $74,888+77.1% | $71,209+86.3% | $142,382-6.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 12.69% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,901 | $2,854-33.4% | $2,721-30.1% | $4,299-55.8% |
| Participant deferral / active EE | $7,989 | $4,454+79.4% | $4,175+91.4% | $6,507+22.8% |
| Admin fee / account holder | $167 | $5,568-97.0% | $5,349-96.9% | $12,624-98.7% |