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 | $37,948 | $72,492-47.7% | $87,100-56.4% | $72,985-48.0% |
| Participation rate | 55.1% | 72.8%-17.7pp | 76.9%-21.8pp | 69.5%-14.4pp |
| Annual return | 4.25% | 24.46%-20.2pp | 28.19%-23.9pp | 81.00%-76.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,622 | $3,270-50.4% | $4,049-59.9% | $3,607-55.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |