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 | $63,035 | $77,813-19.0% | $123,544-49.0% | $64,186-1.8% |
| Participation rate | 30.8% | 74.7%-43.9pp | 82.3%-51.5pp | 69.6%-38.8pp |
| Annual return | -9.06% | 12.48%-21.5pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,029 | $3,014-65.9% | $4,628-77.8% | $2,381-56.8% |
| Participant deferral / active EE | $2,260 | $5,240-56.9% | $6,426-64.8% | $3,470-34.9% |
| Admin fee / account holder | $15 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |