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 | $43,685 | $106,890-59.1% | $84,015-48.0% | $152,861-71.4% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.4%-38.0pp |
| Annual return | 2.33% | 104.99%-102.7pp | 71.31%-69.0pp | 345.32%-343.0pp |
| Employer contribution / active EE | $1,080 | $2,734-60.5% | $1,983-45.6% | $4,762-77.3% |
| Participant deferral / active EE | $1,708 | $4,011-57.4% | $3,239-47.3% | $5,850-70.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |