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 | $230,135 | $88,751+159.3% | $81,812+181.3% | $145,922+57.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 8.56% | 1025.40%-1016.8pp | 773.79%-765.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,664 | $3,083-46.0% | $2,912-42.9% | $4,660-64.3% |
| Participant deferral / active EE | $9,863 | $4,643+112.4% | $4,319+128.4% | $6,688+47.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |