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 | $26,993 | $62,586-56.9% | $76,768-64.8% | $64,186-57.9% |
| Participation rate | 63.2% | 72.8%-9.7pp | 77.0%-13.8pp | 69.6%-6.4pp |
| Annual return | -11.62% | -1.95%-9.7pp | 2.43%-14.0pp | 7.63%-19.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,391 | $3,145+198.6% | $3,852+143.8% | $3,470+170.7% |
| Admin fee / account holder | $178 | $4,667-96.2% | $6,675-97.3% | $4,888-96.4% |