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 | $50,722 | $85,790-40.9% | $67,313-24.6% | $135,375-62.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -11.13% | -0.54%-10.6pp | -4.08%-7.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,694 | $3,487-51.4% | $2,566-34.0% | $4,779-64.6% |
| Participant deferral / active EE | $5,002 | $4,651+7.5% | $3,568+40.2% | $5,609-10.8% |
| Admin fee / account holder | $72 | $6,392-98.9% | $4,507-98.4% | $10,827-99.3% |