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 5-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 | $14,392 | $107,452-86.6% | $91,541-84.3% | $142,382-89.9% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.8%-10.7pp | 80.1%-21.0pp |
| Annual return | 5.74% | 22.06%-16.3pp | 20.50%-14.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,012 | $2,994-66.2% | $2,505-59.6% | $4,299-76.5% |
| Participant deferral / active EE | $2,351 | $4,754-50.5% | $4,008-41.3% | $6,507-63.9% |
| Admin fee / account holder | $131 | $8,834-98.5% | $6,956-98.1% | $12,624-99.0% |