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 | $41,916 | $99,032-57.7% | $80,019-47.6% | $135,375-69.0% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -11.53% | 15.39%-26.9pp | 11.22%-22.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $815 | $3,043-73.2% | $2,468-67.0% | $4,779-83.0% |
| Participant deferral / active EE | $2,386 | $4,282-44.3% | $3,686-35.3% | $5,609-57.5% |
| Admin fee / account holder | $141 | $10,436-98.6% | $6,521-97.8% | $10,827-98.7% |