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 | $30,268 | $105,860-71.4% | $90,749-66.6% | $134,475-77.5% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -24.79% | -11.01%-13.8pp | -12.16%-12.6pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,369 | $3,462-31.6% | $2,921-18.9% | $4,740-50.0% |
| Participant deferral / active EE | $9,051 | $5,216+73.5% | $4,564+98.3% | $6,400+41.4% |
| Admin fee / account holder | $142 | $13,938-99.0% | $8,445-98.3% | $11,426-98.8% |