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 | $58,491 | $90,600-35.4% | $79,464-26.4% | $135,375-56.8% |
| Participation rate | 9.1% | 76.0%-67.0pp | 73.3%-64.3pp | 82.6%-73.5pp |
| Annual return | -11.12% | 977.43%-988.6pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $444 | $3,068-85.5% | $2,800-84.2% | $4,779-90.7% |
| Participant deferral / active EE | $1,391 | $4,050-65.7% | $3,704-62.4% | $5,609-75.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |