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 | $13,088 | $32,037-59.1% | $69,182-81.1% | $62,891-79.2% |
| Participation rate | 28.4% | 43.4%-15.0pp | 55.1%-26.7pp | 69.3%-40.9pp |
| Annual return | -27.59% | 15.16%-42.8pp | -21.93%-5.7pp | 20.14%-47.7pp |
| Employer contribution / active EE | $448 | $679-34.1% | $1,206-62.9% | $2,281-80.4% |
| Participant deferral / active EE | $1,121 | $1,185-5.4% | $1,897-40.9% | $3,203-65.0% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |