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 | $29,135 | $42,383-31.3% | $76,523-61.9% | $64,186-54.6% |
| Participation rate | 57.7% | 58.1%-0.5pp | 68.0%-10.3pp | 69.6%-11.9pp |
| Annual return | -10.19% | -16.54%+6.3pp | -0.27%-9.9pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,766 | $1,563+13.0% | $2,647-33.3% | $2,381-25.8% |
| Participant deferral / active EE | $4,161 | $2,566+62.1% | $3,835+8.5% | $3,470+19.9% |
| Admin fee / account holder | $103 | $3,198-96.8% | $4,848-97.9% | $4,888-97.9% |