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 | $48,489 | $85,202-43.1% | $172,739-71.9% | $72,985-33.6% |
| Participation rate | 44.7% | 70.1%-25.4pp | 82.6%-38.0pp | 69.5%-24.8pp |
| Annual return | 2.77% | 27.32%-24.5pp | 802.84%-800.1pp | 81.00%-78.2pp |
| Employer contribution / active EE | $694 | $3,324-79.1% | $5,143-86.5% | $2,440-71.5% |
| Participant deferral / active EE | $1,285 | $3,260-60.6% | $5,198-75.3% | $3,607-64.4% |
| Admin fee / account holder | $80 | $5,884-98.6% | $13,954-99.4% | $5,124-98.4% |