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 5-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 | $16,607 | $84,402-80.3% | $61,373-72.9% | $134,475-87.7% |
| Participation rate | 38.9% | 62.2%-23.3pp | 52.6%-13.7pp | 81.2%-42.3pp |
| Annual return | -23.79% | 584.55%-608.3pp | 338.61%-362.4pp | 417.96%-441.8pp |
| Employer contribution / active EE | $481 | $1,544-68.9% | $1,159-58.5% | $4,740-89.9% |
| Participant deferral / active EE | $3,429 | $2,819+21.6% | $2,125+61.4% | $6,400-46.4% |
| Admin fee / account holder | $59 | $2,585-97.7% | $2,130-97.2% | $11,426-99.5% |