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 | $39,434 | $58,851-33.0% | $115,157-65.8% | $72,985-46.0% |
| Participation rate | 37.0% | 65.5%-28.5pp | 75.9%-38.9pp | 69.5%-32.4pp |
| Annual return | 13.10% | 23.16%-10.1pp | 35.60%-22.5pp | 81.00%-67.9pp |
| Employer contribution / active EE | $1,063 | $1,798-40.9% | $3,179-66.6% | $2,440-56.4% |
| Participant deferral / active EE | $2,171 | $2,643-17.9% | $4,168-47.9% | $3,607-39.8% |
| Admin fee / account holder | $73 | $6,370-98.9% | $7,088-99.0% | $5,124-98.6% |