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 | $15,616 | $73,867-78.9% | $143,757-89.1% | $68,494-77.2% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.8pp | 67.9%-19.4pp |
| Annual return | -20.41% | 1.01%-21.4pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $537 | $3,184-83.1% | $4,951-89.2% | $2,596-79.3% |
| Participant deferral / active EE | $4,303 | $3,384+27.2% | $5,637-23.7% | $4,027+6.9% |
| Admin fee / account holder | $207 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |