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 5-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 | $9,389 | $74,888-87.5% | $71,209-86.8% | $142,382-93.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 11.22% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $566 | $2,854-80.2% | $2,721-79.2% | $4,299-86.8% |
| Participant deferral / active EE | $1,630 | $4,454-63.4% | $4,175-61.0% | $6,507-75.0% |
| Admin fee / account holder | $68 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |