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 | $39,161 | $97,757-59.9% | $83,848-53.3% | $135,375-71.1% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | -12.83% | 1287.37%-1300.2pp | 850.88%-863.7pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,968 | $4,222-53.4% | $3,631-45.8% | $4,779-58.8% |
| Participant deferral / active EE | $4,038 | $4,682-13.8% | $4,082-1.1% | $5,609-28.0% |
| Admin fee / account holder | $107 | $6,674-98.4% | $5,478-98.0% | $10,827-99.0% |