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 | $38,069 | $48,795-22.0% | $65,493-41.9% | $84,808-55.1% |
| Participation rate | 45.2% | 67.0%-21.8pp | 73.1%-27.9pp | 68.3%-23.1pp |
| Annual return | 9.19% | 20.20%-11.0pp | 982.45%-973.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $523 | $1,930-72.9% | $2,574-79.7% | $2,631-80.1% |
| Participant deferral / active EE | $3,471 | $2,928+18.5% | $3,961-12.4% | $4,212-17.6% |
| Admin fee / account holder | $30 | $3,877-99.2% | $5,028-99.4% | $7,344-99.6% |