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 | $156,908 | $176,662-11.2% | $130,648+20.1% | $152,861+2.6% |
| Participation rate | 22.2% | 79.0%-56.7pp | 71.7%-49.5pp | 82.4%-60.2pp |
| Annual return | -27.17% | 2692.24%-2719.4pp | 1708.96%-1736.1pp | 345.32%-372.5pp |
| Employer contribution / active EE | $245 | $5,742-95.7% | $4,092-94.0% | $4,762-94.9% |
| Participant deferral / active EE | $336 | $4,361-92.3% | $3,603-90.7% | $5,850-94.2% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |