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 | $47,145 | $127,100-62.9% | $105,738-55.4% | $135,375-65.2% |
| Participation rate | 61.1% | 82.7%-21.6pp | 76.3%-15.2pp | 82.6%-21.5pp |
| Annual return | -9.70% | 4.49%-14.2pp | 6.27%-16.0pp | 519.73%-529.4pp |
| Employer contribution / active EE | $874 | $4,107-78.7% | $3,268-73.3% | $4,779-81.7% |
| Participant deferral / active EE | $1,536 | $5,064-69.7% | $4,080-62.4% | $5,609-72.6% |
| Admin fee / account holder | $125 | $9,087-98.6% | $6,913-98.2% | $10,827-98.8% |