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 | $25,380 | $138,065-81.6% | $123,544-79.5% | $135,375-81.3% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -23.47% | 153.68%-177.2pp | 119.20%-142.7pp | 519.73%-543.2pp |
| Employer contribution / active EE | $2,525 | $5,151-51.0% | $4,628-45.4% | $4,779-47.2% |
| Participant deferral / active EE | $7,771 | $6,799+14.3% | $6,426+20.9% | $5,609+38.6% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |