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 | $68,085 | $49,173+38.5% | $121,098-43.8% | $75,163-9.4% |
| Participation rate | 44.1% | 55.4%-11.3pp | 69.5%-25.4pp | 67.2%-23.1pp |
| Annual return | 8.47% | 55.99%-47.5pp | 985.75%-977.3pp | 160.62%-152.1pp |
| Employer contribution / active EE | $643 | $1,546-58.4% | $4,164-84.6% | $2,670-75.9% |
| Participant deferral / active EE | $1,862 | $2,628-29.1% | $4,080-54.4% | $4,125-54.9% |
| Admin fee / account holder | $235 | $3,942-94.0% | $5,644-95.8% | $5,651-95.8% |