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 4-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 | $57,397 | $183,519-68.7% | $155,509-63.1% | $145,922-60.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.92% | 61.17%-55.3pp | 64.67%-58.8pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,606 | $5,313-69.8% | $4,672-65.6% | $4,660-65.5% |
| Participant deferral / active EE | $4,983 | $6,462-22.9% | $5,626-11.4% | $6,688-25.5% |
| Admin fee / account holder | $47 | $19,313-99.8% | $15,912-99.7% | $13,397-99.6% |