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 | $47,130 | $54,762-13.9% | $90,281-47.8% | $72,985-35.4% |
| Participation rate | 35.9% | 65.1%-29.2pp | 73.3%-37.4pp | 69.5%-33.6pp |
| Annual return | 4.47% | 30.63%-26.2pp | 78.10%-73.6pp | 81.00%-76.5pp |
| Employer contribution / active EE | $852 | $2,092-59.3% | $2,854-70.1% | $2,440-65.1% |
| Participant deferral / active EE | $988 | $2,887-65.8% | $3,885-74.6% | $3,607-72.6% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |