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 | $42,956 | $97,757-56.1% | $83,848-48.8% | $135,375-68.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -10.99% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,915 | $4,222-54.6% | $3,631-47.3% | $4,779-59.9% |
| Participant deferral / active EE | $4,020 | $4,682-14.1% | $4,082-1.5% | $5,609-28.3% |
| Admin fee / account holder | $60 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |