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 | $147,318 | $106,890+37.8% | $84,015+75.3% | $152,861-3.6% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.4%-18.2pp |
| Annual return | 2.25% | 104.99%-102.7pp | 71.31%-69.1pp | 345.32%-343.1pp |
| Employer contribution / active EE | $1,657 | $2,734-39.4% | $1,983-16.4% | $4,762-65.2% |
| Participant deferral / active EE | $4,574 | $4,011+14.0% | $3,239+41.2% | $5,850-21.8% |
| Admin fee / account holder | $110 | $8,285-98.7% | $6,101-98.2% | $11,596-99.1% |