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 | $30,836 | $133,958-77.0% | $112,228-72.5% | $134,475-77.1% |
| Participation rate | 30.4% | 78.6%-48.1pp | 75.1%-44.6pp | 81.2%-50.8pp |
| Annual return | -23.32% | 47.11%-70.4pp | 27.45%-50.8pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,820 | $4,038-54.9% | $3,635-49.9% | $4,740-61.6% |
| Participant deferral / active EE | $3,574 | $5,291-32.4% | $4,728-24.4% | $6,400-44.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |