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 | $20,068 | $54,705-63.3% | $71,209-71.8% | $84,808-76.3% |
| Participation rate | 65.1% | 64.1%+1.0pp | 73.8%-8.7pp | 68.3%-3.3pp |
| Annual return | 12.82% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,482 | $3,030-51.1% | $4,175-64.5% | $4,212-64.8% |
| Admin fee / account holder | $231 | $4,863-95.2% | $5,349-95.7% | $7,344-96.9% |