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 | $34,675 | $211,958-83.6% | $169,463-79.5% | $135,375-74.4% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -14.28% | 3.26%-17.5pp | 1.83%-16.1pp | 519.73%-534.0pp |
| Employer contribution / active EE | $1,473 | $5,120-71.2% | $4,159-64.6% | $4,779-69.2% |
| Participant deferral / active EE | $4,490 | $6,075-26.1% | $5,277-14.9% | $5,609-20.0% |
| Admin fee / account holder | $157 | $11,471-98.6% | $9,109-98.3% | $10,827-98.6% |