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 5-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 | $22,424 | $138,044-83.8% | $125,339-82.1% | $134,475-83.3% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -23.90% | 750.33%-774.2pp | 572.05%-595.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $3,193 | $5,243-39.1% | $4,814-33.7% | $4,740-32.6% |
| Participant deferral / active EE | $11,471 | $7,799+47.1% | $7,446+54.0% | $6,400+79.2% |
| Admin fee / account holder | $215 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |