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 | $19,887 | $30,400-34.6% | $53,898-63.1% | $84,808-76.6% |
| Participation rate | 41.4% | 46.4%-5.1pp | 55.0%-13.6pp | 68.3%-26.9pp |
| Annual return | 14.19% | 500.19%-486.0pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,017 | $603+68.8% | $932+9.1% | $2,631-61.3% |
| Participant deferral / active EE | $2,063 | $1,199+72.1% | $1,826+13.0% | $4,212-51.0% |
| Admin fee / account holder | $153 | $1,993-92.3% | $2,491-93.9% | $7,344-97.9% |