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 | $19,885 | $42,894-53.6% | $60,874-67.3% | $68,494-71.0% |
| Participation rate | 42.9% | 66.8%-23.9pp | 73.1%-30.3pp | 67.9%-25.0pp |
| Annual return | -22.32% | -13.98%-8.3pp | 16.90%-39.2pp | -7.84%-14.5pp |
| Employer contribution / active EE | $506 | $1,978-74.4% | $2,701-81.3% | $2,596-80.5% |
| Participant deferral / active EE | $2,461 | $2,867-14.1% | $3,817-35.5% | $4,027-38.9% |
| Admin fee / account holder | $5 | $3,101-99.8% | $3,224-99.8% | $5,403-99.9% |