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 | $44,492 | $72,277-38.4% | $101,248-56.1% | $79,858-44.3% |
| Participation rate | 31.1% | 68.5%-37.3pp | 75.8%-44.7pp | 69.6%-38.5pp |
| Annual return | 8.42% | 22.30%-13.9pp | 46.47%-38.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,065 | $2,692-60.4% | $3,660-70.9% | $2,471-56.9% |
| Participant deferral / active EE | $1,598 | $3,282-51.3% | $4,370-63.4% | $3,740-57.3% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |