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 | $47,249 | $92,222-48.8% | $76,768-38.5% | $135,375-65.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -9.29% | 5.46%-14.8pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,730 | $3,216-46.2% | $2,485-30.4% | $4,779-63.8% |
| Participant deferral / active EE | $3,178 | $4,509-29.5% | $3,852-17.5% | $5,609-43.3% |
| Admin fee / account holder | $55 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |