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 | $115,221 | $29,660+288.5% | $56,411+104.3% | $80,856+42.5% |
| Participation rate | 50.0% | 41.6%+8.4pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | -2.97% | 35.23%-38.2pp | 1701.33%-1704.3pp | 35.59%-38.6pp |
| Employer contribution / active EE | $608 | $669-9.2% | $1,039-41.5% | $2,755-77.9% |
| Participant deferral / active EE | $1,921 | $1,226+56.7% | $1,952-1.6% | $4,296-55.3% |
| Admin fee / account holder | $266 | $2,428-89.0% | $2,829-90.6% | $6,918-96.2% |