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 | $144,059 | $131,829+9.3% | $108,579+32.7% | $273,961-47.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 0.01% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,219 | $4,912-75.2% | $3,758-67.6% | $4,869-75.0% |
| Participant deferral / active EE | $7,495 | $5,127+46.2% | $4,311+73.9% | $5,287+41.8% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |