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 | $83,232 | $79,944+4.1% | $98,439-15.4% | $75,163+10.7% |
| Participation rate | 68.8% | 70.4%-1.6pp | 75.2%-6.4pp | 67.2%+1.6pp |
| Annual return | 8.02% | 19.75%-11.7pp | 21.16%-13.1pp | 160.62%-152.6pp |
| Employer contribution / active EE | $820 | $2,264-63.8% | $3,048-73.1% | $2,670-69.3% |
| Participant deferral / active EE | $2,913 | $3,752-22.4% | $4,738-38.5% | $4,125-29.4% |
| Admin fee / account holder | $266 | $6,840-96.1% | $8,948-97.0% | $5,651-95.3% |