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 5-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 | $24,580 | $46,674-47.3% | $117,472-79.1% | $68,494-64.1% |
| Participation rate | 62.1% | 56.8%+5.3pp | 70.6%-8.5pp | 67.9%-5.8pp |
| Annual return | -24.00% | -14.52%-9.5pp | 29.74%-53.7pp | -7.84%-16.2pp |
| Employer contribution / active EE | $8,573 | $1,505+469.8% | $4,176+105.3% | $2,596+230.2% |
| Participant deferral / active EE | $4,119 | $2,636+56.2% | $4,070+1.2% | $4,027+2.3% |
| Admin fee / account holder | $174 | $4,020-95.7% | $5,645-96.9% | $5,403-96.8% |