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 | $68,596 | $95,416-28.1% | $185,823-63.1% | $85,850-20.1% |
| Participation rate | 16.3% | 68.8%-52.5pp | 81.7%-65.4pp | 69.3%-53.0pp |
| Annual return | 10.50% | 23.59%-13.1pp | 122.05%-111.5pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,339 | $3,423-60.9% | $5,568-75.9% | $3,952-66.1% |
| Admin fee / account holder | $20 | $7,213-99.7% | $16,237-99.9% | $6,260-99.7% |