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 | $83,835 | $150,440-44.3% | $136,294-38.5% | $147,584-43.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 5.66% | 1049.08%-1043.4pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $2,524 | $5,256-52.0% | $4,695-46.2% | $4,876-48.2% |
| Participant deferral / active EE | $4,177 | $6,630-37.0% | $6,247-33.1% | $5,439-23.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |