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 3-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 | $53,918 | $159,602-66.2% | $150,045-64.1% | $142,382-62.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 8.37% | 70.24%-61.9pp | 62.55%-54.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,205 | $4,961-55.5% | $4,693-53.0% | $4,299-48.7% |
| Participant deferral / active EE | $8,395 | $8,310+1.0% | $7,997+5.0% | $6,507+29.0% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |