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 | $6,119 | $82,286-92.6% | $68,791-91.1% | $134,475-95.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -28.10% | -2.19%-25.9pp | -6.38%-21.7pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,066 | $3,301-67.7% | $2,655-59.9% | $4,740-77.5% |
| Participant deferral / active EE | $1,530 | $4,739-67.7% | $3,941-61.2% | $6,400-76.1% |
| Admin fee / account holder | $73 | $6,481-98.9% | $4,932-98.5% | $11,426-99.4% |