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 | $25,172 | $37,426-32.7% | $77,482-67.5% | $79,858-68.5% |
| Participation rate | 24.0% | 41.5%-17.5pp | 54.2%-30.2pp | 69.6%-45.6pp |
| Annual return | 9.87% | 39.70%-29.8pp | 54.79%-44.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $656 | $637+3.1% | $986-33.5% | $2,471-73.4% |
| Participant deferral / active EE | $789 | $1,260-37.4% | $1,861-57.6% | $3,740-78.9% |
| Admin fee / account holder | $190 | $2,504-92.4% | $2,858-93.3% | $5,306-96.4% |