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 | $35,142 | $95,193-63.1% | $76,523-54.1% | $135,375-74.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -11.22% | 4.85%-16.1pp | -0.27%-11.0pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,590 | $3,302-51.9% | $2,647-39.9% | $4,779-66.7% |
| Participant deferral / active EE | $8,822 | $4,639+90.2% | $3,835+130.0% | $5,609+57.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |