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 | $61,366 | $142,344-56.9% | $119,609-48.7% | $134,475-54.4% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -21.18% | -12.44%-8.7pp | -14.97%-6.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,551 | $5,222-51.1% | $4,232-39.7% | $4,740-46.2% |
| Participant deferral / active EE | $6,829 | $6,469+5.6% | $5,602+21.9% | $6,400+6.7% |
| Admin fee / account holder | $12 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |