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 | $26,561 | $45,035-41.0% | $62,995-57.8% | $70,131-62.1% |
| Participation rate | 26.5% | 69.5%-43.1pp | 74.8%-48.3pp | 69.5%-43.1pp |
| Annual return | 5.43% | 18.76%-13.3pp | 87.57%-82.1pp | 73.14%-67.7pp |
| Employer contribution / active EE | $408 | $2,051-80.1% | $2,759-85.2% | $2,342-82.6% |
| Participant deferral / active EE | $767 | $2,465-68.9% | $3,329-77.0% | $3,332-77.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |