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 | $85,247 | $100,852-15.5% | $90,404-5.7% | $158,922-46.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 2.62% | 1724.20%-1721.6pp | 1293.02%-1290.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $737 | $3,689-80.0% | $3,262-77.4% | $4,761-84.5% |
| Participant deferral / active EE | $1,726 | $4,348-60.3% | $3,963-56.4% | $5,982-71.1% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |