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 | $13,077 | $76,000-82.8% | $154,107-91.5% | $64,186-79.6% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -15.36% | 30.32%-45.7pp | 735.12%-750.5pp | 7.63%-23.0pp |
| Employer contribution / active EE | $626 | $3,351-81.3% | $5,298-88.2% | $2,381-73.7% |
| Participant deferral / active EE | $2,105 | $3,175-33.7% | $5,081-58.6% | $3,470-39.3% |
| Admin fee / account holder | $51 | $5,596-99.1% | $13,411-99.6% | $4,888-99.0% |