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 5-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 | $23,257 | $45,863-49.3% | $77,024-69.8% | $68,494-66.0% |
| Participation rate | 21.7% | 55.9%-34.2pp | 67.9%-46.2pp | 67.9%-46.1pp |
| Annual return | -27.74% | 1.72%-29.5pp | 42.32%-70.1pp | -7.84%-19.9pp |
| Employer contribution / active EE | $742 | $1,650-55.0% | $2,812-73.6% | $2,596-71.4% |
| Participant deferral / active EE | $1,325 | $2,962-55.3% | $4,426-70.1% | $4,027-67.1% |
| Admin fee / account holder | $170 | $3,041-94.4% | $5,425-96.9% | $5,403-96.8% |