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 8-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 | $58,743 | $111,754-47.4% | $103,333-43.2% | $145,922-59.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 8.28% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,141 | $4,212-72.9% | $3,868-70.5% | $4,660-75.5% |
| Participant deferral / active EE | $2,963 | $5,619-47.3% | $5,057-41.4% | $6,688-55.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |