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 | $62,594 | $85,766-27.0% | $136,294-54.1% | $70,131-10.7% |
| Participation rate | 47.1% | 74.2%-27.1pp | 81.9%-34.9pp | 69.5%-22.5pp |
| Annual return | 13.41% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $783 | $2,966-73.6% | $4,695-83.3% | $2,342-66.6% |
| Participant deferral / active EE | $2,666 | $5,051-47.2% | $6,247-57.3% | $3,332-20.0% |
| Admin fee / account holder | $25 | $5,420-99.5% | $9,243-99.7% | $4,645-99.5% |