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 | $78,502 | $99,032-20.7% | $80,019-1.9% | $135,375-42.0% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -10.36% | 15.39%-25.7pp | 11.22%-21.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,711 | $3,043-43.8% | $2,468-30.7% | $4,779-64.2% |
| Participant deferral / active EE | $4,575 | $4,282+6.8% | $3,686+24.1% | $5,609-18.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |