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 | $123,997 | $88,751+39.7% | $81,812+51.6% | $145,922-15.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 2.80% | 1025.40%-1022.6pp | 773.79%-771.0pp | 561.29%-558.5pp |
| Employer contribution / active EE | $1,623 | $3,083-47.4% | $2,912-44.3% | $4,660-65.2% |
| Participant deferral / active EE | $3,969 | $4,643-14.5% | $4,319-8.1% | $6,688-40.7% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |