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 | $0 | $97,881-100.0% | $80,004-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 73.0%-73.0pp | 83.2%-83.2pp |
| Annual return | -6.41% | 9.36%-15.8pp | 7.63%-14.0pp | 282.22%-288.6pp |
| Employer contribution / active EE | $5,582 | $3,128+78.5% | $2,473+125.8% | $4,866+14.7% |
| Participant deferral / active EE | $3,916 | $3,744+4.6% | $3,204+22.2% | $5,352-26.8% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |