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 8-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 | $17,068 | $48,265-64.6% | $68,791-75.2% | $68,494-75.1% |
| Participation rate | 42.4% | 60.7%-18.2pp | 69.0%-26.6pp | 67.9%-25.5pp |
| Annual return | -19.93% | -12.71%-7.2pp | -6.38%-13.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $780 | $1,829-57.4% | $2,655-70.6% | $2,596-70.0% |
| Participant deferral / active EE | $2,207 | $2,867-23.0% | $3,941-44.0% | $4,027-45.2% |
| Admin fee / account holder | $63 | $4,355-98.6% | $4,932-98.7% | $5,403-98.8% |