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 4-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 | $21,112 | $64,480-67.3% | $81,382-74.1% | $80,856-73.9% |
| Participation rate | 28.2% | 63.9%-35.7pp | 69.5%-41.3pp | 67.6%-39.4pp |
| Annual return | 10.20% | 16.34%-6.1pp | 24.73%-14.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $571 | $1,978-71.1% | $2,463-76.8% | $2,755-79.3% |
| Participant deferral / active EE | $1,131 | $3,094-63.4% | $3,883-70.9% | $4,296-73.7% |
| Admin fee / account holder | $288 | $5,671-94.9% | $5,768-95.0% | $6,918-95.8% |