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 | $22,912 | $56,484-59.4% | $169,463-86.5% | $64,186-64.3% |
| Participation rate | 46.7% | 64.5%-17.9pp | 77.8%-31.1pp | 69.6%-22.9pp |
| Annual return | -10.09% | -1.55%-8.5pp | 1.83%-11.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,179 | $1,832-35.7% | $4,159-71.7% | $2,381-50.5% |
| Participant deferral / active EE | $1,721 | $3,448-50.1% | $5,277-67.4% | $3,470-50.4% |
| Admin fee / account holder | $22 | $4,174-99.5% | $9,109-99.8% | $4,888-99.6% |