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 | $65,464 | $149,679-56.3% | $117,039-44.1% | $147,584-55.6% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 3.45% | 19.31%-15.9pp | 18.95%-15.5pp | 578.55%-575.1pp |
| Employer contribution / active EE | $1,521 | $4,937-69.2% | $3,785-59.8% | $4,876-68.8% |
| Participant deferral / active EE | $6,722 | $4,912+36.8% | $3,929+71.1% | $5,439+23.6% |
| Admin fee / account holder | $278 | $7,856-96.5% | $5,974-95.4% | $10,885-97.4% |