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 6-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 | $47,080 | $92,703-49.2% | $82,719-43.1% | $134,475-65.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -21.46% | 944.92%-966.4pp | 701.18%-722.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,658 | $3,274-49.4% | $3,009-44.9% | $4,740-65.0% |
| Participant deferral / active EE | $6,180 | $4,802+28.7% | $4,395+40.6% | $6,400-3.4% |
| Admin fee / account holder | $179 | $5,983-97.0% | $5,329-96.7% | $11,426-98.4% |