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 | $22,917 | $127,386-82.0% | $115,037-80.1% | $125,391-81.7% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -4.44% | 31.28%-35.7pp | 26.14%-30.6pp | 282.22%-286.7pp |
| Employer contribution / active EE | $2,427 | $5,166-53.0% | $4,608-47.3% | $4,866-50.1% |
| Participant deferral / active EE | $7,867 | $6,423+22.5% | $6,026+30.5% | $5,352+47.0% |
| Admin fee / account holder | $99 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |