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 4-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 | $15,670 | $95,862-83.7% | $79,550-80.3% | $134,475-88.3% |
| Participation rate | 31.3% | 75.0%-43.8pp | 69.5%-38.2pp | 81.2%-50.0pp |
| Annual return | -22.91% | -2.69%-20.2pp | 0.16%-23.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,025 | $3,128-67.2% | $2,413-57.5% | $4,740-78.4% |
| Participant deferral / active EE | $2,094 | $4,693-55.4% | $3,985-47.5% | $6,400-67.3% |
| Admin fee / account holder | $50 | $9,126-99.4% | $6,832-99.3% | $11,426-99.6% |