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 | $213,290 | $68,719+210.4% | $91,541+133.0% | $84,808+151.5% |
| Participation rate | 52.0% | 64.5%-12.5pp | 69.8%-17.8pp | 68.3%-16.3pp |
| Annual return | 12.77% | 19.12%-6.4pp | 20.50%-7.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,433 | $1,920-25.3% | $2,505-42.8% | $2,631-45.5% |
| Participant deferral / active EE | $4,610 | $3,136+47.0% | $4,008+15.0% | $4,212+9.5% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |