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 | $9,823 | $70,756-86.1% | $65,493-85.0% | $142,382-93.1% |
| Participation rate | 56.3% | 77.4%-21.1pp | 73.1%-16.8pp | 80.1%-23.9pp |
| Annual return | -11.02% | 1754.89%-1765.9pp | 982.45%-993.5pp | 217.08%-228.1pp |
| Employer contribution / active EE | $864 | $2,881-70.0% | $2,574-66.4% | $4,299-79.9% |
| Participant deferral / active EE | $1,516 | $4,637-67.3% | $3,961-61.7% | $6,507-76.7% |
| Admin fee / account holder | $210 | $6,559-96.8% | $5,028-95.8% | $12,624-98.3% |