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 | $221,775 | $65,365+239.3% | $92,893+138.7% | $72,985+203.9% |
| Participation rate | 13.9% | 68.3%-54.4pp | 76.0%-62.1pp | 69.5%-55.6pp |
| Annual return | 1.79% | 42.10%-40.3pp | 109.41%-107.6pp | 81.00%-79.2pp |
| Employer contribution / active EE | $710 | $2,594-72.6% | $3,653-80.6% | $2,440-70.9% |
| Participant deferral / active EE | $2,901 | $3,128-7.3% | $4,236-31.5% | $3,607-19.6% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |