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 | $58,288 | $61,605-5.4% | $112,229-48.1% | $75,163-22.5% |
| Participation rate | 43.3% | 61.7%-18.3pp | 72.4%-29.1pp | 67.2%-23.9pp |
| Annual return | 9.49% | 28.47%-19.0pp | 30.20%-20.7pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,352 | $2,015-32.9% | $3,430-60.6% | $2,670-49.4% |
| Participant deferral / active EE | $2,329 | $3,108-25.1% | $4,798-51.5% | $4,125-43.5% |
| Admin fee / account holder | $25 | $4,862-99.5% | $7,748-99.7% | $5,651-99.6% |