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 | $197,529 | $124,319+58.9% | $111,297+77.5% | $167,490+17.9% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 8.70% | 37.44%-28.7pp | 54.65%-46.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,526 | $3,435-55.6% | $2,731-44.1% | $4,837-68.5% |
| Participant deferral / active EE | $4,057 | $5,180-21.7% | $4,487-9.6% | $6,341-36.0% |
| Admin fee / account holder | $95 | $10,618-99.1% | $7,964-98.8% | $12,309-99.2% |