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 7-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 | $154,843 | $118,427+30.7% | $66,042+134.5% | $142,382+8.8% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 6.41% | 35.57%-29.2pp | 52.11%-45.7pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,000 | $2,570-61.1% | $1,579-36.7% | $4,299-76.7% |
| Participant deferral / active EE | $4,000 | $4,311-7.2% | $2,835+41.1% | $6,507-38.5% |
| Admin fee / account holder | $117 | $9,593-98.8% | $5,747-98.0% | $12,624-99.1% |