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 5-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 | $83,092 | $31,310+165.4% | $53,898+54.2% | $74,304+11.8% |
| Participation rate | 6.0% | 30.7%-24.7pp | 55.0%-48.9pp | 60.3%-54.3pp |
| Annual return | 14.00% | 23.16%-9.2pp | 528.60%-514.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $378 | $450-16.0% | $932-59.5% | $2,241-83.1% |
| Participant deferral / active EE | $911 | $934-2.5% | $1,826-50.1% | $3,767-75.8% |
| Admin fee / account holder | $69 | $2,175-96.8% | $2,491-97.2% | $2,969-97.7% |