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 | $33,971 | $81,460-58.3% | $103,333-67.1% | $80,856-58.0% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 10.01% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,907 | $3,105-38.6% | $3,868-50.7% | $2,755-30.8% |
| Participant deferral / active EE | $3,908 | $3,869+1.0% | $5,057-22.7% | $4,296-9.0% |
| Admin fee / account holder | $224 | $6,566-96.6% | $8,355-97.3% | $6,918-96.8% |