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 | $39,443 | $100,852-60.9% | $90,404-56.4% | $158,922-75.2% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 4.15% | 1724.20%-1720.1pp | 1293.02%-1288.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $521 | $3,689-85.9% | $3,262-84.0% | $4,761-89.1% |
| Participant deferral / active EE | $1,004 | $4,348-76.9% | $3,963-74.7% | $5,982-83.2% |
| Admin fee / account holder | $174 | $6,501-97.3% | $5,611-96.9% | $11,246-98.5% |