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 | $52,749 | $81,460-35.2% | $103,333-49.0% | $80,856-34.8% |
| Participation rate | 64.0% | 66.8%-2.8pp | 74.5%-10.5pp | 67.6%-3.6pp |
| Annual return | 10.11% | 25.55%-15.4pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,467 | $3,105-52.7% | $3,868-62.1% | $2,755-46.7% |
| Participant deferral / active EE | $2,471 | $3,869-36.1% | $5,057-51.1% | $4,296-42.5% |
| Admin fee / account holder | $16 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |