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 | $55,816 | $57,354-2.7% | $83,848-33.4% | $64,186-13.0% |
| Participation rate | 20.0% | 68.6%-48.6pp | 76.1%-56.1pp | 69.6%-49.6pp |
| Annual return | -11.21% | 11.38%-22.6pp | 850.88%-862.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,226 | $2,545-51.8% | $3,631-66.2% | $2,381-48.5% |
| Participant deferral / active EE | $2,096 | $2,993-30.0% | $4,082-48.6% | $3,470-39.6% |
| Admin fee / account holder | $276 | $4,046-93.2% | $5,478-95.0% | $4,888-94.4% |