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 9-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 | $15,923 | $34,308-53.6% | $74,701-78.7% | $72,985-78.2% |
| Participation rate | 44.8% | 42.4%+2.4pp | 54.5%-9.6pp | 69.5%-24.7pp |
| Annual return | 17.23% | 26.58%-9.4pp | 752.92%-735.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $984 | $692+42.3% | $1,084-9.2% | $2,440-59.7% |
| Participant deferral / active EE | $1,908 | $1,271+50.1% | $1,964-2.8% | $3,607-47.1% |
| Admin fee / account holder | $189 | $2,124-91.1% | $3,333-94.3% | $5,124-96.3% |