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 7-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 | $64,589 | $93,024-30.6% | $77,024-16.1% | $134,475-52.0% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -29.18% | 62.60%-91.8pp | 42.32%-71.5pp | 417.96%-447.1pp |
| Employer contribution / active EE | $1,444 | $3,418-57.7% | $2,812-48.6% | $4,740-69.5% |
| Participant deferral / active EE | $5,927 | $5,238+13.2% | $4,426+33.9% | $6,400-7.4% |
| Admin fee / account holder | $270 | $6,944-96.1% | $5,425-95.0% | $11,426-97.6% |