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 9-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 | $9,486 | $90,600-89.5% | $79,464-88.1% | $135,375-93.0% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -15.07% | 977.43%-992.5pp | 718.14%-733.2pp | 519.73%-534.8pp |
| Employer contribution / active EE | $371 | $3,068-87.9% | $2,800-86.7% | $4,779-92.2% |
| Participant deferral / active EE | $1,341 | $4,050-66.9% | $3,704-63.8% | $5,609-76.1% |
| Admin fee / account holder | $35 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |