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 8-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 | $12,696 | $95,193-86.7% | $76,523-83.4% | $135,375-90.6% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -13.10% | 4.85%-17.9pp | -0.27%-12.8pp | 519.73%-532.8pp |
| Employer contribution / active EE | $564 | $3,302-82.9% | $2,647-78.7% | $4,779-88.2% |
| Participant deferral / active EE | $3,653 | $4,639-21.3% | $3,835-4.8% | $5,609-34.9% |
| Admin fee / account holder | $39 | $6,249-99.4% | $4,848-99.2% | $10,827-99.6% |