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 | $46,362 | $71,883-35.5% | $86,677-46.5% | $68,494-32.3% |
| Participation rate | 43.3% | 72.2%-28.9pp | 76.6%-33.2pp | 67.9%-24.6pp |
| Annual return | -31.68% | 3.52%-35.2pp | 35.91%-67.6pp | -7.84%-23.8pp |
| Employer contribution / active EE | $1,208 | $2,173-44.4% | $2,836-57.4% | $2,596-53.5% |
| Participant deferral / active EE | $2,160 | $3,779-42.8% | $4,656-53.6% | $4,027-46.4% |
| Admin fee / account holder | $10 | $6,112-99.8% | $7,493-99.9% | $5,403-99.8% |