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 | $61,817 | $165,335-62.6% | $149,696-58.7% | $158,922-61.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 7.78% | 348.15%-340.4pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $7,857 | $5,103+54.0% | $4,644+69.2% | $4,761+65.0% |
| Participant deferral / active EE | $5,257 | $7,181-26.8% | $6,842-23.2% | $5,982-12.1% |
| Admin fee / account holder | $233 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |