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 | $117,834 | $117,8410% | $102,423+15.0% | $145,922-19.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 5.08% | 31.65%-26.6pp | 29.32%-24.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $3,337 | $3,615-7.7% | $3,023+10.4% | $4,660-28.4% |
| Participant deferral / active EE | $6,675 | $5,731+16.5% | $5,053+32.1% | $6,688-0.2% |
| Admin fee / account holder | $105 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |