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 | $136,928 | $100,852+35.8% | $90,404+51.5% | $158,922-13.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 4.63% | 1724.20%-1719.6pp | 1293.02%-1288.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $2,718 | $3,689-26.3% | $3,262-16.7% | $4,761-42.9% |
| Participant deferral / active EE | $8,651 | $4,348+99.0% | $3,963+118.3% | $5,982+44.6% |
| Admin fee / account holder | $83 | $6,501-98.7% | $5,611-98.5% | $11,246-99.3% |