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 5-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 | $31,583 | $54,705-42.3% | $71,209-55.6% | $84,808-62.8% |
| Participation rate | 31.1% | 64.1%-33.0pp | 73.8%-42.6pp | 68.3%-37.2pp |
| Annual return | 6.22% | 35.90%-29.7pp | 282.51%-276.3pp | 40.90%-34.7pp |
| Employer contribution / active EE | $891 | $2,158-58.7% | $2,721-67.2% | $2,631-66.1% |
| Participant deferral / active EE | $1,841 | $3,030-39.2% | $4,175-55.9% | $4,212-56.3% |
| Admin fee / account holder | $261 | $4,863-94.6% | $5,349-95.1% | $7,344-96.4% |