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 | $70,053 | $85,766-18.3% | $136,294-48.6% | $70,131-0.1% |
| Participation rate | 58.7% | 74.2%-15.5pp | 81.9%-23.2pp | 69.5%-10.8pp |
| Annual return | 11.60% | 31.45%-19.9pp | 5155.94%-5144.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,736 | $5,051-26.0% | $6,247-40.2% | $3,332+12.1% |
| Admin fee / account holder | $250 | $5,420-95.4% | $9,243-97.3% | $4,645-94.6% |