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 | $153,942 | $78,926+95.0% | $136,749+12.6% | $84,808+81.5% |
| Participation rate | 48.3% | 62.2%-13.9pp | 72.1%-23.9pp | 68.3%-20.0pp |
| Annual return | 9.48% | 18.17%-8.7pp | 24.33%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,140 | $2,134-46.6% | $3,400-66.5% | $2,631-56.7% |
| Participant deferral / active EE | $1,724 | $3,168-45.6% | $4,692-63.2% | $4,212-59.1% |
| Admin fee / account holder | $36 | $6,369-99.4% | $11,386-99.7% | $7,344-99.5% |