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 8-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 | $49,558 | $74,927-33.9% | $101,794-51.3% | $84,808-41.6% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.2%-24.7pp | 68.3%-23.9pp |
| Annual return | 9.50% | 18.70%-9.2pp | 30.53%-21.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $547 | $1,522-64.1% | $2,289-76.1% | $2,631-79.2% |
| Participant deferral / active EE | $1,523 | $3,099-50.9% | $4,084-62.7% | $4,212-63.8% |
| Admin fee / account holder | $225 | $6,514-96.5% | $8,777-97.4% | $7,344-96.9% |