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 | $120,578 | $129,217-6.7% | $93,406+29.1% | $158,922-24.1% |
| Participation rate | 69.2% | 71.0%-1.7pp | 66.8%+2.4pp | 82.0%-12.7pp |
| Annual return | 3.76% | 118.21%-114.4pp | 78.05%-74.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,873 | $2,711-30.9% | $2,075-9.7% | $4,761-60.7% |
| Participant deferral / active EE | $5,688 | $3,909+45.5% | $3,126+82.0% | $5,982-4.9% |
| Admin fee / account holder | $15 | $7,383-99.8% | $5,230-99.7% | $11,246-99.9% |