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 | $42,606 | $138,044-69.1% | $125,339-66.0% | $134,475-68.3% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -21.72% | 750.33%-772.0pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,931 | $5,243-44.1% | $4,814-39.1% | $4,740-38.2% |
| Participant deferral / active EE | $4,311 | $7,799-44.7% | $7,446-42.1% | $6,400-32.6% |
| Admin fee / account holder | $7 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |