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 | $86,574 | $60,124+44.0% | $90,404-4.2% | $79,858+8.4% |
| Participation rate | 26.8% | 65.0%-38.2pp | 72.7%-45.9pp | 69.6%-42.8pp |
| Annual return | 10.26% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,018 | $2,068-50.8% | $3,262-68.8% | $2,471-58.8% |
| Participant deferral / active EE | $1,388 | $2,938-52.8% | $3,963-65.0% | $3,740-62.9% |
| Admin fee / account holder | $29 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |