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 | $115,315 | $88,751+29.9% | $81,812+41.0% | $145,922-21.0% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.3%-36.0pp | 80.3%-43.9pp |
| Annual return | 2.83% | 1025.40%-1022.6pp | 773.79%-771.0pp | 561.29%-558.5pp |
| Employer contribution / active EE | $2,725 | $3,083-11.6% | $2,912-6.4% | $4,660-41.5% |
| Participant deferral / active EE | $5,013 | $4,643+8.0% | $4,319+16.1% | $6,688-25.0% |
| Admin fee / account holder | $18 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |