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 | $72,565 | $112,096-35.3% | $95,952-24.4% | $158,922-54.3% |
| Participation rate | 47.1% | 79.0%-31.9pp | 77.1%-30.0pp | 82.0%-34.9pp |
| Annual return | 5.58% | 171.09%-165.5pp | 91.61%-86.0pp | 302.83%-297.3pp |
| Employer contribution / active EE | $957 | $3,198-70.1% | $2,541-62.3% | $4,761-79.9% |
| Participant deferral / active EE | $4,760 | $4,784-0.5% | $4,167+14.2% | $5,982-20.4% |
| Admin fee / account holder | $292 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |