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 | $23,588 | $43,327-45.6% | $59,878-60.6% | $64,186-63.3% |
| Participation rate | 64.0% | 69.2%-5.2pp | 74.7%-10.7pp | 69.6%-5.6pp |
| Annual return | -10.87% | -1.55%-9.3pp | 3.46%-14.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,602 | $2,028-21.0% | $2,722-41.1% | $2,381-32.7% |
| Participant deferral / active EE | $4,891 | $2,546+92.1% | $3,402+43.8% | $3,470+41.0% |
| Admin fee / account holder | $100 | $3,005-96.7% | $3,590-97.2% | $4,888-98.0% |