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 8-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 | $28,357 | $68,547-58.6% | $120,354-76.4% | $80,856-64.9% |
| Participation rate | 54.5% | 61.6%-7.1pp | 71.9%-17.4pp | 67.6%-13.1pp |
| Annual return | 9.91% | 23.60%-13.7pp | 107.15%-97.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,200 | $2,051-41.5% | $3,463-65.3% | $2,755-56.4% |
| Participant deferral / active EE | $2,244 | $3,173-29.3% | $4,991-55.0% | $4,296-47.8% |
| Admin fee / account holder | $128 | $5,732-97.8% | $9,423-98.6% | $6,918-98.1% |