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 | $58,676 | $73,867-20.6% | $143,757-59.2% | $68,494-14.3% |
| Participation rate | 37.0% | 66.7%-29.6pp | 80.3%-43.3pp | 67.9%-30.9pp |
| Annual return | -19.40% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,042 | $3,184-67.3% | $4,951-79.0% | $2,596-59.9% |
| Participant deferral / active EE | $2,063 | $3,384-39.0% | $5,637-63.4% | $4,027-48.8% |
| Admin fee / account holder | $297 | $5,755-94.8% | $14,673-98.0% | $5,403-94.5% |