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 | $29,737 | $49,177-39.5% | $79,464-62.6% | $64,186-53.7% |
| Participation rate | 45.2% | 65.0%-19.9pp | 73.3%-28.2pp | 69.6%-24.4pp |
| Annual return | -9.31% | -1.16%-8.2pp | 718.14%-727.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,476 | $2,076-28.9% | $2,800-47.3% | $2,381-38.0% |
| Participant deferral / active EE | $2,263 | $2,821-19.8% | $3,704-38.9% | $3,470-34.8% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |