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 | $60,194 | $88,751-32.2% | $81,812-26.4% | $145,922-58.7% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | 7.27% | 1025.40%-1018.1pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $363 | $3,083-88.2% | $2,912-87.6% | $4,660-92.2% |
| Participant deferral / active EE | $2,340 | $4,643-49.6% | $4,319-45.8% | $6,688-65.0% |
| Admin fee / account holder | $96 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |