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 | $65,429 | $73,004-10.4% | $90,749-27.9% | $68,494-4.5% |
| Participation rate | 64.9% | 70.8%-5.9pp | 75.7%-10.8pp | 67.9%-3.0pp |
| Annual return | -20.75% | -13.81%-6.9pp | -12.16%-8.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,053 | $2,193-6.4% | $2,921-29.7% | $2,596-20.9% |
| Participant deferral / active EE | $1,723 | $3,627-52.5% | $4,564-62.2% | $4,027-57.2% |
| Admin fee / account holder | $191 | $5,896-96.8% | $8,445-97.7% | $5,403-96.5% |