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 | $73,099 | $63,346+15.4% | $92,233-20.7% | $70,131+4.2% |
| Participation rate | 37.0% | 68.7%-31.6pp | 76.5%-39.4pp | 69.5%-32.5pp |
| Annual return | 11.46% | 530.12%-518.7pp | 176.28%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,480 | $2,471-40.1% | $3,679-59.8% | $2,342-36.8% |
| Participant deferral / active EE | $2,597 | $2,854-9.0% | $3,897-33.4% | $3,332-22.1% |
| Admin fee / account holder | $59 | $3,840-98.5% | $5,194-98.9% | $4,645-98.7% |