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 | $10,554 | $31,310-66.3% | $53,898-80.4% | $74,304-85.8% |
| Participation rate | 64.7% | 30.7%+34.0pp | 55.0%+9.7pp | 60.3%+4.3pp |
| Annual return | 13.99% | 23.16%-9.2pp | 528.60%-514.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $185 | $450-58.8% | $932-80.1% | $2,241-91.7% |
| Participant deferral / active EE | $0 | $934-100.0% | $1,826-100.0% | $3,767-100.0% |
| Admin fee / account holder | $166 | $2,175-92.4% | $2,491-93.3% | $2,969-94.4% |