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 | $221,818 | $110,257+101.2% | $96,544+129.8% | $139,434+59.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 5.33% | 26.32%-21.0pp | 25.84%-20.5pp | 372.94%-367.6pp |
| Employer contribution / active EE | $2,263 | $3,620-37.5% | $2,965-23.7% | $4,751-52.4% |
| Participant deferral / active EE | $6,624 | $5,548+19.4% | $4,851+36.5% | $6,710-1.3% |
| Admin fee / account holder | $102 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |