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 7-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 | $33,916 | $75,935-55.3% | $60,547-44.0% | $125,391-73.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -5.06% | -5.38%+0.3pp | 335.64%-340.7pp | 282.22%-287.3pp |
| Employer contribution / active EE | $2,080 | $3,438-39.5% | $2,419-14.0% | $4,866-57.3% |
| Participant deferral / active EE | $2,600 | $4,506-42.3% | $3,328-21.9% | $5,352-51.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |