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 | $131,059 | $112,881+16.1% | $90,951+44.1% | $158,922-17.5% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | -26.08% | 215.79%-241.9pp | 134.60%-160.7pp | 302.83%-328.9pp |
| Employer contribution / active EE | $1,981 | $2,893-31.5% | $2,122-6.7% | $4,761-58.4% |
| Participant deferral / active EE | $7,800 | $4,128+89.0% | $3,373+131.3% | $5,982+30.4% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |