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 6-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 | $31,802 | $78,672-59.6% | $109,143-70.9% | $85,850-63.0% |
| Participation rate | 29.4% | 68.3%-38.9pp | 75.9%-46.5pp | 69.3%-39.9pp |
| Annual return | 5.03% | 25.09%-20.1pp | 25.75%-20.7pp | 318.53%-313.5pp |
| Employer contribution / active EE | $1,408 | $2,735-48.5% | $3,722-62.2% | $2,565-45.1% |
| Participant deferral / active EE | $2,209 | $3,467-36.3% | $4,653-52.5% | $3,952-44.1% |
| Admin fee / account holder | $128 | $5,469-97.7% | $6,752-98.1% | $6,260-98.0% |