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 | $35,655 | $133,958-73.4% | $112,228-68.2% | $134,475-73.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -21.01% | 47.11%-68.1pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,891 | $4,038-28.4% | $3,635-20.5% | $4,740-39.0% |
| Participant deferral / active EE | $7,169 | $5,291+35.5% | $4,728+51.6% | $6,400+12.0% |
| Admin fee / account holder | $137 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |