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 | $142,964 | $76,552+86.8% | $123,892+15.4% | $62,891+127.3% |
| Participation rate | 44.7% | 73.0%-28.3pp | 81.4%-36.7pp | 69.3%-24.6pp |
| Annual return | -17.76% | 18.68%-36.4pp | 47.52%-65.3pp | 20.14%-37.9pp |
| Employer contribution / active EE | $6,617 | $2,883+129.5% | $4,617+43.3% | $2,281+190.1% |
| Participant deferral / active EE | $5,275 | $4,840+9.0% | $5,984-11.8% | $3,203+64.7% |
| Admin fee / account holder | $151 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |