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 | $17,549 | $138,044-87.3% | $125,339-86.0% | $134,475-86.9% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -22.51% | 750.33%-772.8pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,823 | $5,243-65.2% | $4,814-62.1% | $4,740-61.5% |
| Participant deferral / active EE | $3,711 | $7,799-52.4% | $7,446-50.2% | $6,400-42.0% |
| Admin fee / account holder | $148 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |