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 | $156,049 | $76,000+105.3% | $154,107+1.3% | $64,186+143.1% |
| Participation rate | 17.9% | 70.4%-52.6pp | 83.0%-65.2pp | 69.6%-51.7pp |
| Annual return | -8.98% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $793 | $3,351-76.3% | $5,298-85.0% | $2,381-66.7% |
| Participant deferral / active EE | $2,402 | $3,175-24.4% | $5,081-52.7% | $3,470-30.8% |
| Admin fee / account holder | $13 | $5,596-99.8% | $13,411-99.9% | $4,888-99.7% |