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 | $57,732 | $95,971-39.8% | $74,550-22.6% | $135,375-57.4% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -14.46% | 56.96%-71.4pp | 32.53%-47.0pp | 519.73%-534.2pp |
| Employer contribution / active EE | $839 | $2,716-69.1% | $1,961-57.2% | $4,779-82.4% |
| Participant deferral / active EE | $4,689 | $3,843+22.0% | $3,108+50.9% | $5,609-16.4% |
| Admin fee / account holder | -$43 | $6,522-100.7% | $5,060-100.8% | $10,827-100.4% |