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 | $112,455 | $96,635+16.4% | $86,612+29.8% | $139,434-19.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 3.22% | 106.41%-103.2pp | 591.07%-587.8pp | 372.94%-369.7pp |
| Employer contribution / active EE | $1,688 | $3,263-48.3% | $3,022-44.2% | $4,751-64.5% |
| Participant deferral / active EE | $4,128 | $4,836-14.6% | $4,438-7.0% | $6,710-38.5% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |