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 | $50,535 | $74,927-32.6% | $101,794-50.4% | $84,808-40.4% |
| Participation rate | 55.2% | 61.4%-6.2pp | 69.2%-14.0pp | 68.3%-13.1pp |
| Annual return | 10.58% | 18.70%-8.1pp | 30.53%-19.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,313 | $1,522+52.0% | $2,289+1.1% | $2,631-12.1% |
| Participant deferral / active EE | $5,704 | $3,099+84.0% | $4,084+39.7% | $4,212+35.4% |
| Admin fee / account holder | $47 | $6,514-99.3% | $8,777-99.5% | $7,344-99.4% |