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 6-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 | $31,051 | $45,863-32.3% | $77,024-59.7% | $68,494-54.7% |
| Participation rate | 53.3% | 55.9%-2.6pp | 67.9%-14.6pp | 67.9%-14.6pp |
| Annual return | -22.48% | 1.72%-24.2pp | 42.32%-64.8pp | -7.84%-14.6pp |
| Employer contribution / active EE | $2,594 | $1,650+57.3% | $2,812-7.8% | $2,596-0.1% |
| Participant deferral / active EE | $5,456 | $2,962+84.2% | $4,426+23.3% | $4,027+35.5% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |