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 | $196,965 | $157,256+25.3% | $141,162+39.5% | $152,861+28.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 2.07% | 64.32%-62.3pp | 71.39%-69.3pp | 345.32%-343.3pp |
| Employer contribution / active EE | $13,001 | $5,261+147.1% | $4,735+174.6% | $4,762+173.0% |
| Participant deferral / active EE | $7,170 | $7,109+0.9% | $6,709+6.9% | $5,850+22.6% |
| Admin fee / account holder | $238 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |