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 8-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 | $39,601 | $138,044-71.3% | $125,339-68.4% | $134,475-70.6% |
| Participation rate | 52.9% | 84.5%-31.5pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -22.69% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,729 | $5,243-48.0% | $4,814-43.3% | $4,740-42.4% |
| Participant deferral / active EE | $5,002 | $7,799-35.9% | $7,446-32.8% | $6,400-21.8% |
| Admin fee / account holder | $79 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |