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 7-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 | $21,159 | $138,044-84.7% | $125,339-83.1% | $134,475-84.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.34% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,348 | $5,243-74.3% | $4,814-72.0% | $4,740-71.6% |
| Participant deferral / active EE | $5,805 | $7,799-25.6% | $7,446-22.0% | $6,400-9.3% |
| Admin fee / account holder | $126 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |