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 | $32,780 | $159,901-79.5% | $146,958-77.7% | $145,922-77.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.46% | 98.13%-90.7pp | 418.34%-410.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,387 | $5,286-73.8% | $4,933-71.9% | $4,660-70.2% |
| Participant deferral / active EE | $2,726 | $8,428-67.7% | $8,070-66.2% | $6,688-59.2% |
| Admin fee / account holder | $139 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |