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 | $40,820 | $76,000-46.3% | $154,107-73.5% | $64,186-36.4% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -8.82% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,075 | $3,351-67.9% | $5,298-79.7% | $2,381-54.9% |
| Participant deferral / active EE | $1,769 | $3,175-44.3% | $5,081-65.2% | $3,470-49.0% |
| Admin fee / account holder | $244 | $5,596-95.6% | $13,411-98.2% | $4,888-95.0% |