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 | $103,279 | $107,334-3.8% | $92,893+11.2% | $152,861-32.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 3.09% | 145.58%-142.5pp | 109.41%-106.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,049 | $4,221-75.1% | $3,653-71.3% | $4,762-78.0% |
| Participant deferral / active EE | $12,500 | $4,845+158.0% | $4,236+195.1% | $5,850+113.7% |
| Admin fee / account holder | $4 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |